WEEKLY THURSDAY ADVISOR SUPPORT MASTERMIND RECORDINGS:
05-08-2025: A brief overview of all the strategies in the Apex foundation (conservative) category.
04-24-2025: Stratifi tips, top qualities of an advisor, and investment taxation fundamentals.
04-17-2025: Reviewing the Apex & Multi-Index Plus allocation process, and portfolio performance update.
04-10-2025: Update on the markets, Q2 portfolio changes, and new fact sheets coming for all CPR portfolios.
03-27-2025: Liberty “TAB” training, Holdings, Performance & Transactions, plus understanding a client statement.
03-20-2025: A quick update on bonds and interest rates, how to take your levitate campaigns to the next level, and blending different investment options to create great portfolios.
03-06-2025: The history of structured notes and how to get set up and start using them at CPR.
02-13-2025: Going over unique insurance cases and having success with eMoney & Stratifi.
02-06-2025: eMoney issue resolved, CPR Advisor Training Portal, and a brief history lesson on tariffs.
01-30-2025: Stratifi and eMoney training/troubleshooting.
01-23-2025: New CPR portfolios overview and how to use eMoney for retirement planing with Stratifi.
01-09-2025: New Multi-Index Plus option, the Apex allocation process, and Levitate tips.
12-19-2024: New Years resolutions and tips for growing your business.
12-12-2024: Customizing your client presentation & brochure / Annuity Rates Increasing while Bank rates Decreasing
12-10-2024: Tips on helping clients Rollover their employer sponsored plan by Janell Denk.
11-21-2024: When does it make sense to convert to a Roth IRA? and Searching for prospects using Uplead.
11-14-2024: A look at historical bull/bear markets and what is a full market cycle?
11-07-2024: Exploring Liquid Cash Alternatives & Conservative Investments / Learning the Basics of Term Life Insurance and How to Run Quotes.
10-24-2024: Underlying fees: What are underlying fees and why its important to know how they work.