Corby E. Hansen, CLTC, CASL’s Post

This is so true! Want to find a quick way for people to like you? Simply look for and point out commonality. Create value? Serve them like the best concierge service you have experienced.

Excited to present at this on Tuesday April 23rd. Even more excited to learn from the other amazing speakers including teammates Paula Jewkes, and Mckay Eves! If you’re in Utah, it’s not too late to register to attend virtually or in person!

This platform lead to my best year of my career in 2023! 100% growth in my most important category. 🙏👍🏻✅

Medicare Annual Enrollment Period (AEP) is our favorite time of the year ! We Love seeing our clients and catching up on how they are doing. Need some help sorting out this years changes? Know someone who does? Just ask. 😀

Who are you building your business for? If you don't own your clients, the unfortunate truth is you are building it for your RIA. It's your business. You build it. You own it. We're here to support you and your clients on your path to wealth and independence.

Thinking about next steps in your career? What will happen to your clients? Ask your captive company. I think you'll be surprised by the response. Make sure your book of business is handled according to your wishes. Connect with us to learn about your options for succession planning.

There's a lot of pressure for you to show your clients the value you bring to the table. If you're not using tools to illustrate the value you bring your clients, chances are you're competing with, and losing clients to, advisors who are. If you're ready to stop competing with technology and start winning with it, we should talk

Feeling ignored by your RIA because you're still growing your practice and don't (yet) have $50 million in AUM? If you're in the early stages of building your practice, we need to talk. We'll give you the hands-on coaching and resources necessary to take your practice to the next level.

Thinking about next steps in your career? What will happen to your clients? Ask your broker dealer. I think you'll be surprised by the response. Make sure your book of business is handled according to your wishes. Connect with us to learn about your options for succession planning.

Are you sure you own your practice? Have you signed a non-solicitation or non-compete agreement that allows your company to hold your clients and renewals hostage? Talk to us at Futurity First about true ownership.