Category: Advisor Resources

Want More clients? Effective Personal Branding for Advisors

Rahna Barthelmess is an expert in branding and personal branding and today’s guest blogger. She is celebrating the launch of her new book, Your Branding Edge: How Personal Branding Can Turbocharge Your Career with a virtual blog tour, and we are happy to host her.  Personal branding can help you get more clients more quickly, as Rahna shares in this post, “Want More Clients? Effective Personal Branding for Advisors.” You’ve done all the training. You’ve got all the right credentials. You stay current in your field. You are legitimately an

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“Truth Quotes”

We had the privilege of conducting a Truth Training in Salt Lake City hosted by Paradigm Life. Jay Gentry of Chandler Advisors, LLC compiled his favorite quotes from the training. (Thanks Jay!) We hope you’ll enjoy (and maybe even repeat) some of these “Truth Quotes”:   “Eliminate ‘government’ from our vocabulary and replace with ‘taxpayers.’ ” “#1 job of a life insurance company is to be profitable.” “FDIC money doesn’t actually exist.” “Carriers ‘earmark’ interest up front.” “Banking is simply doing the same as all other retail – they are

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Truth Concepts is Busting the Retirement Lies!

When you think about it, isn’t the concept of retirement just ABSURD!? It’s absurd to think that making a growing segment of our population LESS productive (through forced or expected retirements), that there will somehow be more for everyone. It’s absurd for 95% of Americans to believe they can work and save for 40 years, then expect to live off of their savings and investments – in the manner to which they’ve become accustomed – for another 20, 30, even 40 years. We know that for most Americans, the math

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Are Your Clients READY for the Unexpected?

You work hard to prepare your clients financially, with insurance policies, savings, investments, education, and more. You may assume – along with your clients – that a life insurance policy, a will, and a durable power of attorney constitute “preparedness.” But those are just part of the puzzle. The fact is that even the people who have taken such steps usually fail to leave instructions for their loved ones about dozens of seemingly small, but essential details. When a personal emergency strikes, few people know what to actually DO in

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