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.
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This Influential Conversation is called "The Greeting", and it should be used the very first time you meet someone in person. It can be a buyer, seller, fellow agent, vendor, prospective client, or essentially anyone you encounter. When you use The Greeting, you will come across as caring,... more
The dictionary defines Mindset as “the self-perceptions or beliefs a person has about themselves that determine behavior, outlook, and mental attitude.” In other words, your Mindset is a series of beliefs that shape how you see yourself operating within the world. Your Mindset influences how you... more
“Premium Service” is a term used in real estate. It refers to a level of care and attention to detail that are standard to meet the expectations of a client. Premium service is a foundational element of your real estate offering. A good agent will set high expectations and will seek to understand... more
This training video educates janitorial staff in long-term care facilities on the proper use of personal protective equipment (PPE). Participants will learn about different types of PPE, including gloves, masks, and protective clothing, and their importance in maintaining personal safety and... 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
