Our best clients are state-registered fee-only RIAs without a broker-dealer relationship who employ a third-party compliance service and have at least $25 million or more assets under management. They are looking to book appointments with homeowners nearing retirement who have $500,000+ investable assets.
January
Video #1: Should you invest in stocks or save right now?
Video #2: What are the best ways to generate income in retirement?
Lead Campaign: Book a One-on-One Financial Goal Review
February
Video #1: What are the most common retirement mistakes to avoid?
Video #2: How do I build a well-diversified portfolio?
Lead Campaign: Download My Retirement Planning Guide
March
Video #1: How long is this current market going to last?
Video #2: What role should bonds play in my portfolio?
Lead Campaign: Book a One-on-One Financial Goal Review
April
Video #1: Is gold a good investment strategy?
Video #2: Is buying a home a good investment today?
Lead Campaign: Download My Top 10 Retirement Mistakes Guide
May
Video #1: What are the benefits of individual stock vs. mutual funds?
Video #2: What fees should I look out for when investing for retirement?
Lead Campaign: Book a One-on-One Financial Goal Review
June
Video #1: What business owners should know before starting a 401(k)
Video #2: How do you find the best 401(k) provider?
Lead Campaign: Download My Retirement Planning Guide
July
Video #1: What should you do when markets drop?
Video #2: Is term life insurance right for me?
Lead Campaign: Book a One-on-One Financial Goal Review
August
Video #1: How should I invest an inheritance sensibly?
Video #2: What’s the difference between a Traditional and ROTH IRA?
Lead Campaign: Download My Annuity Pros and Cons Report
September
Video #1: How can I get the most from social security?
Video #2: How does Medicare work in retirement?
Lead Campaign: Book a One-on-One Financial Goal Review
October
Video #1: How can I turn my cash savings into income?
Video #2: How do I avoid running out of money in retirement?
Lead Campaign: Download My Top 10 IRA & 401(k) Tips
November
Video #1: Does long-term care insurance make sense?
Video #2: What is a backdoor IRA and how do I use it?
Lead Campaign: Book a One-on-One Financial Goal Review
December
Video #1: How can I reduce my capital gains when selling my home?
Video #2: Where is the best place to put my cash savings?
Lead Campaign: Download My Retirement Planning Guide
