Newsletter December 2020: Business Builder

Having a practice capable of operating like a well-oiled machine is crucial to your success but it isn’t enough if you don’t have sufficient numbers of people eager to receive your advice!

That’s why we continue to invest so much in creating a world-class marketing platform to complement the operations side of our business. The marketing platform that we use for our own business is one that you can leverage as well. The key is to get in front of more highly-educated and affluent prospects; and once you’ve attracted their attention, deliver on your promises through a finely-tuned sales process and use of a technology platform that’s integrated and robust, a must-have complete solution in this new era of retirement planning.

There’s so much noise in the world right now that we have to constantly filter it in order to provide clear answers for our prospects and clients. We’ve found that the best filter requires clear goals and objectives for our business and a keen sense for how to best capitalize on the opportunities that are present; opportunities that seem to shift as the world’s headlines change. It’s through this integrated attraction, conversion, and retention model that we’ve grown by leaps over the years.

We hope you find value in our approach to building profitable and scalable businesses. If we can help you sift through the noise and move you toward meeting your goals, I hope you’ll reach out to us to talk further.


Create Your Own Stimulus!

The pandemic rages on, lockdowns are being announced all over the country, and jobs are being threatened again. Meanwhile, the government can’t seem to come together on the next round of stimulus. But why wait for them?


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What Does a Biden Presidency Mean for the Markets?

With the election behind us, it’s clear that we’re still very much divided as a country. With a new president-elect chosen, we’ll focus on one question so many of you are considering: What does a Biden presidency mean for the markets and our investments?


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Emerging Advisor

Emerging Advisor

Sharing proven strategies for financial advisors to maximize time, profit & freedom. The co-founders of Emerging Advisor, a practice management & marketing company, Scott Dougan and Sean Lee teach others about how to improve their financial advising practice one step at a time.
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