Category: Advisor Resources

More Truth Quotes!

We published some “Truth Quotes” awhile back… comments and sayings compiled from a Truth Training (mostly Todd Langford’s). At a recent training in Salt Lake City, a new list of quotes heard at a Truth Training was compiled. Unless otherwise noted, the quote came from Todd Langford (although we don’t guarantee that he was the source of every quote!) “There is usually some basis of truth in what is said about money, but the analysis of the data is skewed.” “What should the average person do? All they can.”

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The Truth About Whole Life Insurance Rates of Return

“Is Whole Life Insurance a Good Investment?” Perhaps no question has generated as much controversy on financial blogs and forums as this one. “Typical” advisors and the media-hyped financial gurus say, “Stay away from whole life insurance!” Meanwhile, many passionate agents and advisors try in vain to correct the misconceptions, sometimes stating their own misconceptions, or irritating others who believe their unbridled enthusiasm is motivated only by commissions. Indeed, The White Coat Investor website’s most popular post on whole life insurance (written by a self-appointed, unlicensed financial “expert” who is

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Truth Concepts Goes Online!

If you’ve ever wanted to use Truth Concepts when you weren’t near your office computer, you’ll love this announcement: We are now offering Truth Concepts Online as an optional addition to our full software package. It will let you use Truth Concepts on your tablet, ipad, laptop, even your smartphone. We have had many requests for an online version the last couple of years, but it was too cost-prohibitive until recently. The project represented much time and effort as well as technical hurdles to make it work for various devices

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How to Get 3 Leads a Day

Marketing and Lead Generation for Financial Advisors This week, we’re going to let Kate, our marketing gal, share what she has learned over 4 years of helping financial professionals with their marketing. Kate recently  implemented a content marketing strategy that helped my (Todd Langford’s) wife, Kim Butler, generate leads EVERY DAY in her financial advising practice… without making any phone calls, attending any networking meetings, or needing to ask for referrals (although she still does that, of course!) Kim is a top producer, and she does it working with clients

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The Stock Market: A Bubble About to Burst?

Is Disaster Inevitable for Stock Market Investors? I ran across an interesting article recently on Forbes.com by economic analyst Jesse Colombo with some controversial and thought-provoking research on the matter. While many people are speculating (logically) that the stock market bull run can’t last forever, according to Colombo, the problem is potentially much worse than the possibility of a minor market correction. Laying out his case (which many charts and graphs to illustrate) in “Disaster is Inevitable When the Two-Decade-Old Stock Bubble Bursts,” Colombo argues that the stock market has

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Kim Butler on Prosperity Economics and Truth Concepts

Top Producing Advisor and Todd’s Truth Training partner (and wife) Kim Butler recently sat down to discuss Prosperity Economics in this series of five short videos. Hosted by Steve Savant of Let’s Get Down to Business, they had some lively discussions! Steve calls Kim an “articulate contrarian” and “controversial author” and explores why Kim considers herself a “recovering Certified Financial Planner.” What’s wrong with “typical” financial planning? As Kim explains, the many assumptions that must be made by planners and their clients can give clients with a false peace of

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