Why I Bought Indexed Annuities
In this must-read, Sheryl shares her personal journey and over two decades of industry experience to explain how indexed annuities can help you grow your savings safely and steadily. Learn how these financial products leverage stock market gains while protecting your principal, making them a smart choice for conservative investors.
Financial Mistakes of Young Professionals: What They Didn’t Teach You!
Financial Mistakes of Young Professionals empowers young adults to make intelligent, informed decisions for their financial future.
It’s Raining Clients: Find the Rainmaker Inside You
No matter how great your command of the language is, how great your skills are, how great your knowledge of the law is, and how great your attitude is, it won\'t make a difference if you have no one to tell your story to.
The Retirement Income Pyramid: Learn about your options for building a solid retirement income stream
This book will help you feel confident about embracing your retirement future. It was written with one goal in mind: Help you understand your options for paying yourself income when you retire.
Protecting Your Money from MEDICAID & NURSING HOMES
The LesLTC Process℠ will help protect your money from Medicaid, Nursing Homes, and Long Term Care Events. The process will empower you, and your family, to become educated about the risks you face from losing your money to Medicaid and a Nursing Home. Help to remove the fear and worry through a educational system that helps to protects your family, your goals, independence, dignity, and of course, your money and finances.
DNAI: The AI Management (AIM) Framework
Artificial Intelligence (AI) is transforming our world at a pace that has never been seen before. A seminal moment for our species, AI will reshape and recreate entire industries and professions. Sustained success with AI isn’t just about AI adoption - to harness AI’s full potential, incorporating best practices into the very DNA of your organization is of paramount importance.
How to Retire and Not Die: The 3 Ps That Will Keep You Young
In How to Retire and Not Die, Gary and Max Sirak walk you step by step through the process of winning that marathon and living your best retired life. Embark on a guided journey of self-discovery and learn to identify your Likes, Loves, and Hates. Understand what you truly need to be happy, and create a clear Plan for meeting those needs.
The Trusted Professional: How to Communicate So Clients Come Back
The book teaches you how to take a user-friendly approach, an approach that lays out essential concepts, one at a time, and in a manner your client can understand. Using concise, straightforward language, Dobson presents a blueprint for meeting people where they are and speaking at their level of understanding.
Living a Life of Significance
Intrinsic value is not measured by how much money you make, but by the size of the problem you solve. As a financial professional, Joe Jordan believes you are a modern day hero.
40 Tips for the Under 40 Advisor: Some Thoughts and Laughter for the Next Generation
Financial advisors are transitioning from sales to a new generation with enhanced skills and values. They will guide investors in the next century, addressing global financial challenges. The modern global financial services profession impacts billions of people, and their performance determines futures for families. This book aims to help advisors avoid pitfalls and mistakes.
REFERRALS, The Professional Way: 10 Strategies for Networking with Top Clients & Centers of Influence
The myth that referrals are easy is false. Obtaining referrals from top clients and influence centers can be challenging. Traditional techniques may not work and may send the wrong message. A new process is needed to make referrals a core part of your business, eliminating begging for names and aggressive techniques. Understanding clients will lead to increased success and enjoyment in your business.
Seminars: The Emotional Dynamic~Advanced Presentation Skills for Financial Professionals
An advanced training guide for financial professionals covering all aspects of investment and financial seminars and presentations. The book gives financial advisors the skills they need to conduct high-impact presentations that lead to business. It\'s filled with hundreds of ideas and action-oriented strategies for making your seminars a success.