I was on Sales Coaching Call and talked about the power of the The One Pager between meetings. I will post a training on how to do this within a week. Who wants that!

I rolled out a new live event called, "The Five High-Impact Plays: Unlock hidden value, create better client outcomes, and grow your book of business through disciplined reviews, clear messaging, and strategic action." I have attached one third party tool you can use with your audience here. When you read it, COMMENT below how this can help you in your practice.

This is just to inform you of a booklet that was recently sent out to Federal Employees/Retirees explaining how to do a ROTH In Plan Conversion.

I authored this White Paper in response to a conversation I had with one of our 1.oak Collective podcast guests. Take a look at the concentrated positions in historical perspective of the top ten stocks as a percentage of the S&P 500. Read it and let's start a conversation.

Well, that is a strong list...and can't believe I made it onto it. How did I do it? --I showed up --I learn from failure --I push through boundaries --I am not afraid to ask for an audience --I am lucky Welcome to 1.oak Collective.