(Video) How To Train Your Financial Firm’s Staff

Video OverviewNeed Help Training Your Staff? We're Here To HelpWhether you are on your first or your tenth team member, let us help.   Tucker Advisors Executive Assistant to CEO Karlan Tucker, Caroline Reed is joined by Karen Eagle of the Business Development team to...

(Video) Is Your Marketing Foundation Solid?

Video OverviewIs Your Marketing Foundation Solid?Taking a closer look at seminars, referrals & other legacy marketing strategies.   Tucker Advisors CMO Justin Woodbury is joined by Director of Advisor Marketing Missy Lechuga to talk about how to market your...

Tucker Super Conference XVI 2021 Guide

Tucker Super Conference Guide 2021If you missed Tucker Advisors’ virtual "Super Conference XVI: Starting Fresh in 2021," we are making free replays available. View the agenda below and click the session's title to be redirected to the session's video and overview. To...

Social Security: Maximizing Your Client’s Retirement

If you want to maximize your Social Security, you need to protect your assets. There many reasons to consider indexed annuities as part of your clients’ portfolios. Research shows that if we can capture a modest portion of the market’s upside movement while still...

Seminar Tips: Calling

Not Calling Seminar AttendeesOne of the single biggest mistakes that you can make when it comes to making sure that your seminars are poorly attended is to not call your seminar attendees the day before they are to attend your seminar. The difference between a...

Seminar Tips: Pitfalls

Don't Judge A Book By Its CoverMany of the people that attend your seminars will be dressed comfortably in jeans and a t-shirt, worn-down sneakers, jacket that’s seen better days and a baseball cap that is missing more material than is left to hold it together....

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