Month in Review: 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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Video List from The Marketing Forum

Advisor Video in the Modern Age

We featured quite a few videos during The Marketing Forum--from funny commercials to engaging presentations about using video to market your practice like a pro. If you were there and wanted to review the videos, you now have a list you can bookmark. If you didn't get a chance to attend, and you wanted a taste of what some of our attendees saw throughout The Marketing Forum, just look below and hit play. Advisor Video for the Modern Age ING Commercial: What's Your Number? Generic Brand ...

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10 Great Quotes on Hiring & Managing

Leadership Mountain

If you don't invest in the right people or cultivate the right organizational culture, you will slow down (or stop) your business growth. Here are 10 inspiring quotes to help you on the road to better hiring, managing, and leading! 1. "Before you are a leader, success is all about growing yourself. When you become a leader, success is all about growing others." – Jack Welch 2. "I hire people brighter than me and I get out of their way."  – Lee Iacocca 3. "The competition to hire the best will ...

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Month in Review: August

August Review

New Releases It's important to reach out to clients with up-to-date information, especially when the market experiences volatility. There were several time-sensitive pieces that went out last month, and we hope you were able to get value from them. Content like that has a brief shelf life, so we encourage you to download and use those pieces as soon as they are released.   August 2015 Education Video Script Provide a recap of last month's most important ...

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What’s Your Biggest Payoff?


Your workday is riddled with traps that threaten your time and productivity. Investment News recently published an article on 5 tips to boost advisers' productivity and included a quick list of 5 common time sucks: Email jail and the ensuing administrative work. Repeatedly solving the same problem instead of creating a process. Chasing wrong-fit centers of influence. Letting your day have its way with you. Following the Internet rabbit wherever it leads you. The Big ...

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Platinum Advisor Strategies on the Inc. 5000 List

Platinum team members

We’re excited to announce that Platinum Advisor Strategies has been ranked by Inc. Magazine to be in the top 5,000 of the fastest growing companies in the US! It’s a great honor. View the full list here (we’re #1830!). What is the Inc. 5000? In 1982, Inc. introduced the Inc. 500 list of the fastest-growing privately held companies in the United States. Since then, this prestigious list of the nation’s most successful private companies has become the hallmark of entrepreneurial success and ...

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Month In Review: July


New Releases Half-Time Report Presentation Have you delivered this information-packed presentation yet?   401(k) Action Steps Covers common and expensive rollover mistakes.   Mental Decline Letter Introduce awareness & preparation regarding a sensitive topic.   Featured Content Mastering the First Appointment Watch as Platinum cofounder and President, Thomas Fross, walks you through strategies and tips for mastering the first ...

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Exciting Video Offer

video studio

Click Below To Watch. Registration Details Have you been thinking about jumping on board with video for a while? Well, we've made it easy to get started at The Marketing Forum this September. If you're already ahead of the curve and you've had videos produced recently, this applies to you too! Our arrangement will let you quickly and affordably add even more videos to your marketing toolbox. Produce Your Video At The Marketing Forum Ready to get an important marketing activity DONE ...

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Month In Review: June


New Releases Where Do We Go From Here? Help educate and set reasonable expectations.   Women & Investing Highlight unique financial situations many women face.   Protect & Grow Provide steps for protecting and growing assets.   Social Security Discuss a topic many retirees struggle with.   Featured Content 3 Reasons NOT to Attend The Marketing Forum In this brief video, Platinum cofounder and CEO, Robert Fross, ...

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