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On-Demand Episodes

Jeff Young, Senior Vice President at First Financial Equity Corp. in Scottsdale, AZ, talks with Horsesmouth Editor-in-chief, Sean Bailey, about how he using the Savvy Social Security presentation to reach out to communities and fill his... more

Advisor TalkingPoints: Prepare for client interactions with a look at the surge in M&A activity, a review of the close correlation between the 10-year Treasury yield and fed funds expectations, Q1 GDP, and the upcoming events in Europe that... more

Advisor TalkingPoints: Prepare for client interactions with this week's review, looking at investors who are clamoring for junk debt, action in rate-sensitive groups, and sector rotation, and a look ahead. Please have a safe and happy... more

Coach's Corner: Are you constantly searching for prospects? There might be plenty of individuals right in front of you. Don't miss out!

Every person has a vocal presence that shows itself when we talk to others, forming a perception in the listener's mind. It can make you come across as nervous and uncomfortable, or confident and capable. Everything from the tone... more

Advisor TalkingPoints: Prepare yourself for client conversations with this week's overview: a surprising upward march in bonds, the end of deleveraging, the latest on retail sales, and new pressure on the European Central Bank to act.

Without you even realizing it, your subconscious mind has a powerful effect on everything you do. Often this mental programming gets instilled early on in life, and it can keep you back from achieving what you want in life and business. In... more

6 Advisor Talking Points: As you prepare for client interactions, this week focuses on the spring thaw in the labor market, weakness in small-cap growth stocks, Yellen's upbeat message, and the European Central Bank's ‘not-yet'... more

What's Working Now: All of us have poured blood, sweat and tears into our business, and often that leads us to fear giving up control. But don't be afraid to start training your replacement. Their increased responsibility can afford you... more

Hear how one advisor has implemented a client event strategy that has current clients raving, and organically brings in new ones.
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