In this episode of 'Assets and Taxes' financial professionals, Kent Fitzpatrick AIFA®, GFS®, CBFA, and Peter Doherty MBA, CEXP, CFP®, analyze Donald Trump and Kamala Harris' tax policies in this video. Learn how their tax plans could impact your finances.
DOWNLOAD OUR FREE FINANCIAL DATA GUIDE:... more
A trait that all successful Luxury Agents share is “Confidence.” The dictionary defines confidence as “A feeling of self-assurance arising from one's appreciation of their own abilities.” You will notice that definition says nothing about looking a certain way, having a college degree, or coming... more
Strong communication skills are one way to increase your value proposition and outperform the competition. Your ability to instill confidence and provide guidance are traits the Luxury Consumer will appreciate and respect you for.
Here we talk about “Persuasive” phrases. Ones where you lead a... more
The way others perceive you is strongly based on how well you communicate. Your “Eloquence”, which is defined as “being persuasive in speaking or writing” is a powerful skill in attracting and retaining the clients.
No matter what business you are in, long-term success is largely based on good... more
This training video provides janitorial staff working in assisted living facilities with essential knowledge and best practices for effective infection control. Participants will learn about proper cleaning and disinfection techniques, the importance of hand hygiene, and strategies for... more
In this episode, Asset Strategy's Business Operations Manager and Financial Consultant Bill O'Neill, AIF®, sits down with Asset Strategy's Director of Retirement and Senior Financial Consultant Tim Black, to talk about the ins and outs of Social Security. Tim and Bill discuss the qualifications to... more
