3 Ways Advisors jumpstart conversations about Wills Trusts and other Enhanced Planning Matters

3 Ways Advisors jumpstart conversations about Wills Trusts and other Enhanced Planning Matters

Should enhanced planning be a part of your client conversations? Yes, yes it should, just like Social Security is the foundation for every great retirement income plan. Why? Simple, it's a HOT TOPIC and not just for the Wealthy. Guiding your clients decisions about how to transfer assets to the next generation can help to generate more referrals, attract higher net worth clients and keep beneficiaries as clients. In this video we dig into 3 (8) ways advisors can jumpstart conversations about Wills, Trusts, and Enhanced Planning Matters.

Gradient - Team Peak - 12-year Anniversary

In our latest episode we reflect back on the last 12 years at Gradient, our journey, and many memories along the way. Is Team Peak Gradient's annual Valentine?

Episode 6: Building a YouTube channel to generate leads

We are pleased to share with you Dan Wendol, CFP of Dolphin Financial Group. Dan is a successful financial advisor with a growing YouTube channel. We discuss Dan's journey in his practice and how he arrived to generating leads from his YouTube channel.   Daniel J. Wendol is the founder and CEO of Dolphin Financial Group. He is a CERTIFIED FINANCIAL PLANNER with a focus on income management and retirement planning.  Financial Coach: As an investment advisor representative, he is focused on helping those retired or soon to be retired to plan for future income. He values safety and simplicity when it comes to helping others with seemingly complex situations. With experience in the insurance world, Daniel is not afraid of using insurance products and integrating them with traditional investment management strategies.  Daniel had previously worked in the heart of the investment world in New York City as an equities trader through both bull and bear markets. He earned a Bachelor of Science in Investments from Babson College where he graduated with Honors as a Presidential Scholar. Daniel holds a CFP Certification, a Series 65 license as well as his life and health insurance license.    Dan is an accomplished author:   The co author of - The Spending Window - How intermittent spending can improve your finances by Daniel J. Wendol & Angelo R Derosalia  The co author of - A retirement Reality Check - Are you doing what you should be doing? by Daniel J. Wendol, Edward J. Wendol & Thomas J. Tyrkala   https://www.youtube.com/c/Dolphinfinancialgroupfl  For more information on this episode or the software used to make this video please call Dustin Hawks or Chris McPheron at 1-800-407-4137   **The opinions herein may be from personal experience and may not necessarily be those of Gradient Financial Group, its employees, or affiliates. Any results, topics, or outcomes are for informational purposes only.  We do not purport to offer tax, accounting, or legal advice. Financial Professional Use Only.**

Episode 5: Jimmy P - 3 Keys to ensure you live a full day!

In this Episode we talk with Jimmy P (Pomerance) about the 3 keys to living a full day. A nationally recognized presentation, communication and sales skills consultant, Jimmy Pomerance is well-known for his skill at teaching bold, innovative, “out of the box” strategies for getting results—no matter the changes or challenges in the marketplace. Jimmy has worked extensively with top performers in financial services as a National Sales Training Director for AIG, SunAmerica, Cole Capital Markets, and as a Southern Division Sales Manager for Sun Life Financial Services to help teach, coach, and train financial professionals to increase their productivity and deliver greater results. With a background performing improvisational comedy, his speeches and seminars are humorous, entertaining and full of energy, which serves to keep his audiences engaged and ensures that the message is well received.      To contact Jimmy P and Impact Speakers Phone: 954-288-5467  www.impactspeakers.com  jimmyp@impactspeakers.com

Episode 4: Leo Carton, CFP - Case Central

In this episode we feature Leo Carton, CFP from Case Central in Gradient Financial Group. Leo touches on all the core reports a FSP would use with in the New Generation Retirement system. Financial Overview COMRA Social Security Max Report Custom Annuity Review Compass Report Roth Conversion  Found Money Report Make sure to follow our podcast to ensure you don't miss an episode and subscribe to our YouTube channel link below: https://www.youtube.com/channel/UC4EuvzCbMgtvk8_yGrAYrOw To get the link for the video of this episode please call Dustin or Chris at 800-407-4137 or email us at PEAK@gradientib.com