News & Events

How Do You Answer the Question, “What do you do?”

One of the most important questions you will ever be asked is “What do you do?” And hopefully your answer prompts a second question, “How do you do that?”​​​​​​

Remember a strong introduction helps capture the attention of […]

May 7th, 2019|News & Events|

How to answer the question, Why haven’t I heard this before?

Have you ever been in a meeting with a prospect or a client and after you’ve given them some great advice, they ask: “you know that sounds good; but why haven’t I ever heard of this before?”​​​

​​​​​​​One way to […]

April 1st, 2019|News & Events|

Circle of Wealth® NextGen Just Released to Members

After two years of planning and development, we’re proud to release the first version of the completely new system that will move us forward.   With a fresh look and feel, and all of the presentations you’ve come […]

February 18th, 2019|News & Events|

How to Handle the ​​​​​​​Stock Market’s Unpredictability

We all know the stock market can be unpredictable and after the sudden drop in 2007 and 2008, some tend to overreact when prices become volatile.

We all want to know, “What’s next for the financial markets?” Are prices headed down […]

February 5th, 2019|News & Events|

Certain Uncertainties Can Erode Your Client’s Sense of Confidence 

The uncertainties your clients face in retirement can erode their sense of confidence. Indeed, according to the 2017 Retirement Confidence Survey by the Employee Benefits Research Institute, only 18% of retirees say they are “very confident” about […]

January 11th, 2019|News & Events|