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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The way you communicate and influentially deliver a message is very important. Better communication is a continuous learning process, and your best teacher is experience. By definition, an “Acquisition” is “something that can be acquired or gained”. In our situation, the acquisition is the... more
A powerful dynamic occurs when a Luxury Agent becomes a “Lifelong Advisor”. This means they are the agent that a Luxury Client always turns to and the one they confide in and treat like a good friend. The one they trust and have confidence in to always perform at their best. The Luxury Client will... more
In real estate, asking great questions is right up there with “Establishing Trust” as one of the most important attributes you can have. Asking great questions is where you ask a series of questions that open the respondent to reveal important information. By asking these types of questions, many... more
Mark Evans might be the most enthusiastic person you’ll ever meet. His love of sales, life, and the game of business is infectious. He believes that at its very core, sales doesn’t have to be manipulative or sleazy. In fact, Mark believes it’s the greatest job in the world.
Mark has teamed up... 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
