Insights with Vision

Podcast Episode 155: Meet the Millennials The largest demographic currently engaged in the workplace. It's an idealistic generation that views the world (and MONEY) much differently than their parents and grandparents. Here's what you need to know about Millennials (Gen Y) if you want to connect and engage with them. Check for new episodes on… Read more The post Meet the Millennials appeared first on Vision Advisors, Inc..

Podcast Episode 154: Who's Retiring Early? If you knew which marketing demographic was MOST focused on planning for retirement, and an early retirement at that, would you want to know more about these individuals? That's the topic of this Insight with Vision podcast. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and… Read more The post Who's Retiring Early? appeared first on Vision Advisors, Inc..

Podcast Episode 153: When Your Kids Say NO to College What happens when your client's children inform them they will not be attending a University or Vo-Tech College after graduating high school, even though their parents have been funding a 529 Savings Plan to pay for these expenses? The SECURE Act 2.0 now offers yet… Read more The post When Your Kids Say NO to College appeared first on Vision Advisors, Inc..

Podcast Episode 152: Before You Defer RMDs The SECURE Act 2.0 has extended the RMD minimum age to 73 starting in 2024, and extending to age 75 by 2033. But does it make sense to continue to defer, or are your clients creating a potential income tax bomb for themselves and their beneficiaries? Check for… Read more The post Before You Defer RMDs appeared first on Vision Advisors, Inc..

Podcast Episode 151: More Money 2 Market Learn the details of our enhanced 2023 Money 2 Market Initiative, with even MORE money available to help pay for your marketing. And this is on top of any carrier incentive programs to help you grow your business. Details inside this issue of “Insight with Vision.” Check for… Read more The post More Money 2 Market appeared first on Vision Advisors, Inc..

Podcast Episode 150: Your 12-Month Marketing Plan What if you could create an entire One-Year Marketing Plan in a single day? In this workshop, you'll learn how to do just that by using S.M.A.R.T. goal planning to map out your daily, weekly, and monthly activities to put more butts in seats, create more opportunities, write… Read more The post Your 12-Month Marketing Plan appeared first on Vision Advisors, Inc..

Podcast Episode 149: Understanding Generation X Born between 1964-1980, Gen Xers are the “Sandwich Generation” living life between their Boomer parents and Millennial children. Their view of the world was jaded by a number of horrific events, and as “Latchkey Kids” they essentially raised themselves. They're about to inherit $64 Trillion in wealth, but are… Read more The post Understanding Generation X appeared first on Vision Advisors, Inc..

Podcast Episode 148: $68 Trillion and Counting One of the largest intergenerational transfers of wealth, estimated at $68 Trillion, will transfer over the next 15 years, with $34 Trillion of that likely transferring between 2023 – 2028, mostly going to Gen Xers. How do you, as a Financial Professional, help them prepare to receive, manage,… Read more The post $68 Trillion and Counting appeared first on Vision Advisors, Inc..

Podcast Episode 147: SECURE Act 2.0 First Glance Here's a “first glance” look at the SECURE Act 2.0. Time-sensitive information you need to know as it relates to RMD changes, as well as increases in retirement plan contribution “catch up” limits. More to follow as we receive additional details and clarity around this new legislation.… Read more The post SECURE Act 2.0 appeared first on Vision Advisors, Inc..

Podcast Episode 146: The Money Magnet Want to know how to attract MORE customers to do business with YOU in 2023? In this episode of INSIGHT with Vision, we share a powerful Money Magnet that will help you do just that. Start the week off right with Insights from Vision. Check for new episodes on… Read more The post The Money Magnet appeared first on Vision Advisors, Inc..

Podcast Episode 145: Missing Opportunities Using Tax-Free Exchanges IRC 1035 allows you to exchange certain types of life insurance and annuities for other policies. Which ones can be exchanged, and to what alternatives? That's an often overlooked part of planning, even for many veteran producers. Start the week off right with Insights from Vision. Check… Read more The post Tax-Free Exchanges appeared first on Vision Advisors, Inc..

Podcast Episode 144: Are You Thinking What They're Thinking Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more The post Are You Thinking What They're Thinking appeared first on Vision Advisors, Inc..

Podcast Episode 143: Getting to the Top of Your Game In this installment of the Vision Success Academy, we will cover the 12 Success Principles practiced by the Top 5% of Financial Professionals in our industry. This is what helped them get to the TOP of their game, and stay there, and how YOU can… Read more The post Getting to the Top of Your Game appeared first on Vision Advisors, Inc..

Podcast Episode 142: Why Customers Are Disappearing Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed financial… Read more The post Why Customers Are Disappearing appeared first on Vision Advisors, Inc..

Podcast Episode 141: Turn 120 Paperclips into $5 Million Start the week off right with Insights from Vision. Check for new episodes on Mondays. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more The post Turn 120 Paperclips into $5 Million appeared first on Vision Advisors, Inc..

Podcast Episode 140: Send Your Kids to College For FREE Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more The post Send Your Kids to College For FREE appeared first on Vision Advisors, Inc..

Podcast Episode 139: Create Your Expert Book Without Writing a Word Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more The post Create Your Expert Book Without Writing a Word appeared first on Vision Advisors, Inc..

Podcast Episode 138: Persuasive Marketing 101 Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed financial professionals… Read more The post Persuasive Marketing 101 appeared first on Vision Advisors, Inc..

Podcast Episode 137: Make More Money Every Time You Speak Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more The post Make More Money Every Time You Speak appeared first on Vision Advisors, Inc..

Podcast Episode 136: Selling Secrets #40, Riches Are in the Niches Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more The post Riches Are in the Niches appeared first on Vision Advisors, Inc..

Podcast Episode 135: Selling Secrets #39, Leverage Your Opportunities Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more The post Leverage Your Opportunities appeared first on Vision Advisors, Inc..

Podcast Episode 134: Selling Secrets #38, Why Satisfied Customers Won't Stay Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more The post Why Satisfied Customers Won't Stay appeared first on Vision Advisors, Inc..

Podcast Episode 133: Selling Secrets #37, Are You Spending Too Much Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more The post Are You Spending Too Much Money? appeared first on Vision Advisors, Inc..

Podcast Episode 132: Selling Secrets #36, Systemize for Success Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more The post Systemize for Success appeared first on Vision Advisors, Inc..

Podcast Episode 131: Selling Secrets #35, What Did You Expect Would Happen Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time… Read more The post What Did You Expect Would Happen appeared first on Vision Advisors, Inc..

Podcast Episode 130: Selling Secrets #34, Podcasting 101 Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed… Read more The post Podcasting 101 appeared first on Vision Advisors, Inc..

Podcast Episode 129: Selling Secrets #33, Build Your Authority Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more The post Build Your Authority appeared first on Vision Advisors, Inc..

Podcast Episode 128: Selling Secrets #32, Different Works Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed… Read more The post Different Works appeared first on Vision Advisors, Inc..

Podcast Episode 127: Selling Secrets #31, Sell Through Facebook Groups Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more The post Sell Through Facebook Groups appeared first on Vision Advisors, Inc..

Podcast Episode 126: Selling Secrets #30, Balancing Work & Home Life Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more The post Balancing Work & Home Life appeared first on Vision Advisors, Inc..

Podcast Episode 125: Selling Secrets #29, The Power of Puzzles Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more The post The Power of Puzzles appeared first on Vision Advisors, Inc..

Podcast Episode 124: Selling Secrets Tapping the X Factor Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more The post Tapping the X Factor appeared first on Vision Advisors, Inc..

Podcast Episode 123: Selling Secrets 101: Strategy #29 One is the Loneliest Number Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to… Read more The post One is the Loneliest Number appeared first on Vision Advisors, Inc..

Podcast Episode 122: Selling Secrets 101: Strategy #28 Master Your Time Management Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time… Read more The post Master Your Time Management appeared first on Vision Advisors, Inc..

Podcast Episode 119: Perfecting Your Online Presence (Show Up as the Star You Are) Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time… Read more The post Create an Irresistible Offer appeared first on Vision Advisors, Inc..

Podcast Episode 118: Selling Secrets 101: Strategy #26 Create an Irresistible Offer Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time… Read more The post Create an Irresistible Offer appeared first on Vision Advisors, Inc..

Podcast Episode 117: Selling Secret #25 It's NOT About You Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well.… Read more The post It's NOT About You appeared first on Vision Advisors, Inc..

Podcast Episode 116: A Confused Mind Says NO Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed… Read more The post A Confused Mind Says NO appeared first on Vision Advisors, Inc..

Podcast Episode 115: Selling Secrets 101: Strategy #24 Build a Wall Around Your Clients Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time… Read more The post Build a Wall Around Your Clients appeared first on Vision Advisors, Inc..

Creating a Marketing Swipe File. Podcast Episode 114: Selling Secrets 101: Strategy #23 Swipe This Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from… Read more The post Swipe This… appeared first on Vision Advisors, Inc..

Podcast Episode 113: Selling Secrets 101: Strategy #22 The Missing Piece in Your Practice Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time… Read more The post The Missing Piece in Your Practice appeared first on Vision Advisors, Inc..

Podcast Episode 112: Selling Secrets 101: Improving Your Social Media Results Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more The post Improving Your Social Media Results appeared first on Vision Advisors, Inc..

Podcast Episode 111: Selling Secrets 101: Strategy #21 Persuade and Close With This Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to… Read more The post Persuade and Close With This appeared first on Vision Advisors, Inc..

Podcast Episode 110: Selling Secrets 101: Strategy #20, The Power of Free Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time… Read more The post Selling Secrets 101: Strategy #20 The Power of FREE appeared first on Vision Advisors, Inc..

Podcast Episode 109: The Power of Follow Up, Revisited Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For… Read more The post The Power of Follow Up, Revisited appeared first on Vision Advisors, Inc..

Podcast Episode 108: Selling Secrets 101: Strategy #19, Follow the Money Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as… Read more The post Selling Secrets 101: Strategy #19, Follow the Money appeared first on Vision Advisors, Inc..

Podcast Episode 107: Selling Secrets 101: Strategy #18, The Madness of Following the Crowd Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time… Read more The post Selling Secrets 101: Strategy #18, The Madness of Following the Crowd appeared first on Vision Advisors, Inc..

Podcast Episode 106: Building & Monetizing Your List Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed… Read more The post Building & Monetizing Your List appeared first on Vision Advisors, Inc..

Podcast Episode 105: Creating a 7 Figure Mindset Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time as well. For licensed… Read more The post Creating a 7 Figure Mindset appeared first on Vision Advisors, Inc..

Podcast Episode 104: Selling Secrets 101: Strategy #17, Selling Problems vs Solutions Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time… Read more The post Selling Secrets 101: Strategy #17, Selling Problems vs Solutions appeared first on Vision Advisors, Inc..

Podcast Episode 103: Remove the Bottleneck in Your Business… with Susie Bills Start the week off right with Insights from Vision. Check for new episodes every Monday. Weekly sales ideas, conversation starters, and tips on how to better serve your clients. We also cover date-sensitive initiatives throughout the year. Long-form interviews from time to time… Read more The post Remove the Bottleneck in Your Business appeared first on Vision Advisors, Inc..