Reaching the Next Generation and Preventing the Heir Leak

Summary: Do you have an aging clientele? What happens when they pass away? Research shows that in such situations, most heirs transfer their assets to another advisor, resulting in “heir leak”. In this episode, Jon Kuttin is joined by Bill Good, the chairman and founder of Bill Good Marketing, to help advisors minimize heir leak

How To Use The Pandemic To Strengthen Your Business

This post is part two of a two-part series. Businesses experience challenges constantly. From labor shortages to shifting customer demands, businesses are always having to evolve and shift in order to stay profitable and grow. The pandemic has brought a new level of challenge to business, one that is not only intense, but that

How To Use The Pandemic To Strengthen Yourself As A Leader

This post is part one of a two-part series.  The covid-19 pandemic has stretched farther and deeper than any of us had anticipated. It has created many challenges and left us mired in a sea of negative media and misinformation. Amid the chaos, a few steady, positive voices have held close to messages of

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