https://www.youtube.com/watch?v=va_l8Cq5F-k The Great Wealth Transfer isn’t on the horizon—it’s already happening. Trillions of dollars held by the Baby Boomer generation are beginning to pass into the hands of their heirs. And here’s the hard truth: if you’re not building relationships with your clients’ children today, you may not have a [...]
https://www.youtube.com/watch?v=Lx-xBZUKMA0 Clients sometimes worry that working with one advisor for everything means putting all their eggs in one basket. But with a Simplicity advisor, that couldn’t be further from the truth. In reality, a one-stop-shop approach gives clients access to a wide array of strategies, tools, and solutions—from income planning [...]
https://www.youtube.com/watch?v=mYHPVTuH0Is First impressions don’t just open doors, they plant seeds. And in the financial advisory world, the real harvest often comes years later. A kind word, a thoughtful question, or a confident strategy shared in that very first meeting can be the moment someone decides: “This is the person I’ll [...]
https://www.youtube.com/watch?v=dScoYpb2AOo Over $100 trillion is set to change hands in the coming years. That’s not just numbers on a balance sheet—it’s family stories, dreams, and decades of hard work being passed down. Inheritance isn’t just a financial event. It’s emotional, it’s complicated. And it’s already on your clients’ minds. [...]
https://www.youtube.com/watch?v=QafyZ8ohMlE When you hear 'data,' you probably picture spreadsheets, algorithms, and cold, clinical numbers. But in the world of financial advising and sales, data isn’t sterile—it’s deeply human. Used the right way, it becomes a powerful tool to personalize every conversation, every email, every touchpoint with your prospects and clients. [...]
https://www.youtube.com/watch?v=gvXfiTlNNcQ A massive transfer of wealth is already underway—whether your prospects and clients are planning to leave a legacy or preparing to receive one. More and more Americans are thinking beyond their own retirement and asking bigger questions: What will happen to my wealth when I'm gone? Or, what should [...]
Like everything else in our world, marketing in the financial services industry is anything but static: It is constantly evolving and those who want to be successful in this space must understand how the consumer they are trying to reach is different today than they were even two or three [...]
