10 episodes
Insights with Vision Vision Advisors, Inc.
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- Business
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5.0 • 2 Ratings
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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 only and is not intended for a general audience.
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Meet the Millennials
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
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Who’s Retiring Early?
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
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When Your Kids Say NO to College
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
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Before You Defer RMDs
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
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More Money 2 Market
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
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Your 12-Month Marketing Plan
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