Advisors Excel

We know the amount of ideas you get from at The Journey can be a whirlwind. Here are a few strategies to prioritize what matters and decide what to implement: 1. Align with Your Goals: Focus on the sessions and takeaways that directly impact your business objectives—whether it’s growing your client base, enhancing client experience, or optimizing operations. 2. Filter for Feasibility: Consider what’s practical for your business size and resources. Not every idea will fit, and that’s okay. 3. Categorize by Impact: Separate ideas into ‘quick wins’ and ‘long-term strategies’ to keep momentum while planning for the future. 4. Take Action: Choose 1-2 key takeaways to implement immediately and set timelines for future initiatives. 5. Delegate: If you have a team, delegate some of the actionable ideas to spread the load. #strategicimplementation #conventiontakeaways #businessgrowth #financialadvisor

It was a ‘Magical Night Under the Stars’ at our opening reception at The Journey! The perfect start to a great week of connecting, learning and growing.

Kicked off The Journey yesterday with our Annuity, Life, Wealth Management and High Net Worth Planning teams sharing the latest industry news with our advisors. It was a packed house of advisors eager to learn and grow to be better business owners.

We are so excited to have Joey Coleman here with us at The Journey! Joey will be covering how to create incredible experiences so your clients keep coming back for more AND how to create incredible experiences for your employees to reduce turnover. We can’t wait to hear from him on Friday!

Last week, at our Medicare Sales Summit event, we took a deep dive into how to market Medicare solutions as we approach the AEP season. It was an incredible week filled with valuable takeaways for our advisors, equipping them to better assist their clients in navigating the Medicare maze. But don't just take our word for it—hear what they had to say about the event.

We loved having Rachel DeAlto, CSP, JD join us in Topeka to talk about connecting, communicating, and inspiring others. She shared practical advice on building trust, enhancing workplace dynamics, and fostering genuine connections. Make sure you are following Cody Foster's podcast: Business of Advice, so you will be the first to know when her episode drops! It's going to be a must-listen.

Empowered women empower women. This week, our CFO, Amy Klotz, and VP of Advisor Development, Jammie Serrano, had the pleasure of joining a remarkable group of female business owners & financial advisors at the New York Stock Exchange. The AE community is truly special. These women embrace the power of our network, continually lifting each other up to become better business owners, financial advisors, and role models. We are so thankful to get to work with them each day.

You need to invest in your virtual events the same way you would invest in your in-person events. Jonathan Musgrave, owner of Steep Digital Marketing, joined Cody Foster on his recent Business of Advice podcast and shares valuable insights into the critical role of digital marketing in today’s competitive landscape. In the episode he outlines the best practices for digital marketing and shares: 🌟 Why paid digital marketing is important 🌟 Converting leads from digital marketing efforts 🌟 How to improve online response rates/conversions Link to the full episode in the comments! 🔗

Are you missing out on Medicare opportunities or unsure how to help your clients and prospects navigate the Medicare maze? AE Medicare Solutions can help you stand out from the competition by addressing retirees’ most common health concerns as they approach age 65 and beyond. We’ll help you master Medicare (supplements and Advantage plans) so you can help ease your clients’ health care concerns and elevate your business. Adding Medicare solutions to your practice can help you generate new leads, create residual income and find opportunities to cross-sell other financial products.

ChatGPT didn’t hold back.