Month in Review: January

Month In Review - January

New Releases   Don't Panic: 4 Level Headed Strategies for Volatile Markets Spread this timely message across your client base.     2016 State of the Markets Presentation This is a vital presentation to have every year.   2016 Wine Experience Invitation A classy, fun event that can prove to be a great referral source.   January Education Video Script Hitting the record button is so much easier when you have a completed ...

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Month in Review: December

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New Releases 2016 State of the Markets Invite Clients won't want to miss this important educational event.   16 Financial Resolutions for 2016 Help clients focus on a fulfilling and successful 2016.   7 Principles of Long Term Investing Introduce principles that contribute to long-term success.   Financial Workshop for Families Educate the entire family on nurturing and protecting wealth.   Platinum Promotional: Gift ...

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Professional & Personal Improvement Starts with 3 Steps

2016 Goals

As we cruise toward the end of 2015, it’s a time for a lot of people to reflect on where they would like to be at this time next year. Here’s what I’ve noticed: People have the best of intentions when it comes to growth. But then they stall! They get started for a bit, and then something more important comes up and puts them right back to where they started…and then it’s December all over again. Most of us spend too much time on what is urgent and not enough time on what is ...

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Month in Review: November

11

New Releases   2016 Tax Planning Paper Provide clients with a few eleventh-hour tax tips they may find useful.   Social Security Changes and Your Retirement Picture Show your clients how recent changes affect them as retirees.   2015 Wealth Management 101 Seminar An attention-grabber that strongly positions you as a wealth management expert.   2015 Beer Tasting Invite Your guests will have a blast sampling beers from around the ...

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Steal this Hollywood Technique for Your Next Event

Platinum Branded Backdrop

You already know how important it is to take pictures at your social events. Here's a great tip that will add excitement, prestige, and an extra touch of class to your next event photos...and to the event experience itself. Here's the Hollywood-Style Tip Take pictures of your attendees in front of a branded backdrop. Every movie premiere and showbiz gala takes advantage of this. Notice how the backdrop makes these images look glamorous and professional? It adds an air of chic ...

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Month in Review: October

October Month In Review

New Releases   2015 Winter Celebration Invite A classy dinner and dancing event for clients and their guests.   How Does an Inheritance Change Your Financial Picture? Help guide prospects and clients through different options.   8 Timeless Principles of Investing Make investment principles easy to understand.   Platinum Promotional   2016 Wall Hanging Calendar An easy way to stay top-of-mind throughout the ...

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5 Football Party Tips

Koozie with popcorn

Here are some important considerations for you when you're holding a football party. 1. Have 2 Rooms There are two breeds of fans during football season: Watchers and Talkers. Watchers are intense about football. They don't want to hear a peep during critical moments of the game. They may even be defined as fanatical, jumping for joy and cheering at every win, or shouting and stomping their feet at a loss. They have a low tolerance for channel changing or speaking during the game. And ...

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Sell Yourself Through Education

Sell Yourself Through Education

Want to be more effective in your advertising and marketing? Don't start by talking about yourself and asking for business. You have to give first! One of the best ways to start the process is by using your advertising or marketing in a way that educates your audience. It's tempting for many advisors to open up with their accolades, years of experience, and qualifications when trying to earn business. There's just one problem with that approach. Nobody cares! At least, not at ...

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Football Party Recommendations

Football Party Recommendations

Looking for more opportunities to strengthen your relationship with clients? Nothing contributes to this quite like a personal invitation to your home. What better reason for a get-together than a football party? But before you start putting it together, here are some recommended pieces that will help you plan for such a fun and exciting social event.   Football Party Planning Checklist Are you a sports buff? You probably already know how to plan a football party, but the ...

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Month in Review: September

September

New Releases   Why Market Timing Doesn't Work Discuss the high cost of trying to time the market.   Fall Newsletter Provide clients with valuable information throughout the year. Which cover will you customize: Money Matters, Perspectives, or On Wealth? Featured Content Advisor Video for the Modern Age Marc Rice, Executive Producer for video at Platinum Advisor Strategies, walks you through the different ways you can make your videos stand out and be ...

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