Welcome to 2023!!

Feels pretty similar to the end of 2022 am I right?

With the way things played out to finish 2022, through the eye of a retirement focused financial planner like yourself…this year is going to be a great year for you!

We believe the fastest way to help more people and grow your business is to surround yourself with other leading, elite advisors – Do you Agree?

That being said…Here at AE, we wanted to PACK THE CALENDAR with events!

We are holding 36, yes 36 events for you to sharpen your iron with other advisors!

Advisors Excel 2023 Calendar of events

Make sure you are blocking a few of these dates off and ask my team for more details.

I’m looking forward to seeing you all A LOT this year!

Cory

Here are your Quick Hits:

Mastering the Habits That Matter Most – Leadership Podcast

• Solid podcast episode to start your year off!
• Download the Leader guide here as well

Inflation Takes Biggest Bite From Middle-Income Households

• Great article to use in your drips this week.
• “Inflation is often called a tax on the poor, but this time it’s hit middle-income households the hardest.”
• Their water bill is up $200 quarterly from a year ago, and electricity costs about $100 more each month. Before the pandemic, weekly trips to the grocery store cost about $200; on a recent trip, the bill hit $378.

Your 401(k) Isn’t Enough: To Invest for Retirement, Build Friendships and Hobbies

• Little bit of a touchy feely article(IMO), but great value none the less.
• “On average, it takes 200 hours over four months to build a close friendship and up to 60 hours to establish a casual friendship”
• “Failure to recognize how interested others are in engaging with us keeps us overly avoidant in ways that harm our well-being,”

Are You Selling Life Rafts or Sailboats?

• Thought provoking article on what you do every day as an advisor.
•  “If you serve diverse groups of clients, you can find messaging that resonates with all of them by considering whether your clients are in the life-raft or sailboat category of financial planning.”
• “If you aren’t willing to niche, at least decide whether you are trying to help your clients thrive or survive. Then build a message around one of those themes. Are you selling them life rafts (survive) or sailboats (thrive)?”

CEOs Say They Expect a U.S. Recession, but Most Think It Will Be Short

•  “Just about every region with the exception of China believes there’s going to be some kind of economic downturn,” said Dana Peterson, the Conference Board’s chief economist. “Ninety-eight percent of CEOs in the U.S. think there is going to be a recession—but it’s going to be short and shallow.”