Hello friends!

Hello friends! I hope that your summer is going well and that you’ve had time to enjoy family, friends and relaxation. I have just returned from Connect2Peers in Orlando, and enjoyed seeing many of you there. We got to spend time with many advisors who are bringing in next generation team members. We brought our own next gen team members who are returning with energy and enthusiasm after networking, socializing and hearing new ideas. It’s exciting to be around these practices who are growing and focusing on succession and continuity. We have a great new generation of advisors joining our industry.

Many advisors and their teams are jumping into Jump AI. It is the most quickly adopted technology in Cetera’s history. We are starting our own implementation of this AI notetaker and are excited about its ability to create efficiencies, expand documentation, and automate meeting prep and meeting follow up. 

I would encourage you to take a look at it.

Another great idea to consider is a webinar (or seminar) focusing on the new tax bill. This is a great way to get in front of existing and new clients to let them know how the new bill will, and won’t, impact them.  Not a lot of industry peers are talking about it. Take this opportunity to be a voice in an otherwise very quiet landscape. 

Lastly, I just want to say how much we appreciate you and enjoy working with you. We love the Prosperity Network community and we are all better together. Please lean on us at any time to help you with problem solving, collaborate on business building ideas, or explore a new idea. We’re happy to be a resource for you!

Warm regards,

Angela