Join us this Thursday at 3PM EST / 12PM PST for a free live training: 

👉 3 Ethical Strategies For Finding 100s of Free, Warm Leads

🐊 Fishing for Gators

Picture this: you're out fishing and finally catch a big one. 

Plot twist: it's an…alligator.

A Tennessee fisherman was hoping for a big catch out on the lake. He couldn't believe his eyes when he reeled in a 3 to 4 foot long alligator.

Gators aren't native to Tennessee, making this catch super strange. 

Wildlife officials believe the animal was illegally held captive and released in the lake. It was taken to a local zoo and rescue to hang out for the foreseeable future.

See ya later, alligator.

- Team Advisorist

In Today’s Issue 👇️ 

• How to help clients navigate the aging process

• Tips to boost your work-life balance

• A training to help you score hundreds of leads

🤝 Caring for Aging Clients

As advisors, we have a fiduciary duty to keep our clients' best interests front and center. This couldn't be more important to remember as our clients reach old age. 

They may begin to experience a decline in their physical and cognitive health and may not be as mentally sharp as they used to be. 📉

During these times, we can step up and show our commitment to our client's well-being, financial and beyond.

Here are some tips for assisting clients through the aging process.

1. Planning ahead: Clients often experience uncertainty as they age, especially around navigating the aging process financially. They may turn to you not just for money matters, but as a source of support and advice as well. 

Keep tabs on your clients' ages and be proactive in engaging them in processes like estate planning and saving for long-term care. Start the conversation and provide resources.

2. Cognitive decline: If you suspect a client is no longer fit to handle their financial matters, it's important to notify their spouse or designated trusted contact. Unfortunately, this is a time where aging clients are taken advantage of, sometimes even by family members. 

Signs of cognitive decline include unusual impulsive spending, repeating questions, and difficulty making decisions. Assist the trusted contact in gathering all necessary financial information, including passwords to accounts and essential documents.

3. Stay up to date: Pre-death planning can be tricky to navigate. Make sure you're familiar with all of the associated legal and regulatory considerations so you can best serve your clients.

Seek out training on things like beneficiary designations, estate planning, and health care directives. Find a mentor that's well-versed in these areas so you can tap them when you need help.

4. Family matters: Should your client pass away, remember you have a duty to uphold their wishes, even if the family pushes back. 

Keep communication with family members transparent and clear up any uncertainty they may have as to the client's plan. Help them navigate through the execution of their wishes and provide them with contacts and resources.

Above all, remember your aging clients will always appreciate your empathy and compassion during the golden years of their lives. 🌟

Sponsored 

🔥 3 Ethical Strategies For Finding 100s of Free, Warm Leads

Referrals are great – and if you have a big enough personal network, you can build a pretty large business on these types of leads.

But for most of us, referrals are just a nice little “occasional” bonus.

We need a steady flow of qualified leads to build our business.

This Thursday, Advisorist is hosting a free, live training to show you how to attract new leads to your business without having to rely exclusively on referrals:

3 Ethical Strategies For Finding 

100s of Free, Warm Leads

• A Hands-On Strategy for Building Power Relationships With Local Business Owners and Turning Their Employees Into Captive, Pre-Qualified Leads

• An Underground App That Helps You Find Niche Leads On-Demand (Whether They’re on LinkedIn or Not)

• How to Ethically Swipe High-Converting Funnels That Generate 5-15 Warm Leads Per Day…Even if You Aren’t Tech Savvy

These are dead-simple techniques that 99% of advisors haven’t discovered yet.

Any one of these strategies could be enough to help you 2x-3x the number of deals you close in 2024…if you’re a first-mover.

This live training is happening on Thursday, March 28 @ 3PM EST / 12PM PST.

👉 Click here to register for free!

Headline Roundup

🏠 Affecting Your Clients

• The Boeing Crisis Could Make Your Next Vacation More Expensive [CNN]

• Credit Scores Fall for the First Time in a Decade [FOX]

• U.S. Home Sales Jumped 9.5% in February [WSJ]

📈 Markets & Economy 

• Reddit Stock Makes Roaring Debut, Closing Up Nearly 50% [MW]

• Fed Holds Interest Rates Steady, Maintains Forecast for 3 Rate Cuts In 2024 [Y!]

• US Spot-Bitcoin ETFs Post Largest Three-Day Outflow Since Launch [B]

💼 Industry Roundup 

• Study: Many Millennial Millionaires Looking To Switch Advisors [FA]

• SEC Penalizes Investment Firms for ‘AI Washing’ [B]

• Study: One-third of Consumers Unaware of Life Insurance Tax Benefits [INN]

🤹 It's All About Balance

Work-life balance is tough to maintain. If you head to the office every day, long hours followed by a long commute can really eat into your leisure time.

If you work from home, things get even trickier. Working a 10-hour day on the couch may not feel as taxing, but you're still…working.

Whether you work in-person or remotely, we've got ways to boost your work-life balance. 

⭐ Boundaries, boundaries, boundaries: Setting boundaries between work and personal life will look different for everyone. For some, keeping work on the computer and keeping apps like Slack and LinkedIn off their phones does the trick. 

For others, setting a boundary might mean communicating to your boss and teammates that you don't check emails after 5pm. Whatever your boundary, make sure you clearly communicate it and uphold it.

⭐ Buddy up: If you work from home, you know distractions are everywhere. To stay on task, why not partner up with another WFH pal? Working alongside someone else helps keep you accountable.

Schedule regular work sessions at the local coffee shop and knock out those tasks in half the time. 

⭐ Own your work style: Not everyone is a morning person, and that's OK! If you're more of a night owl, tick off easier tasks earlier in the day and save your biggest tasks for later when you have the most energy.

Use a calendar to block out time and stick to a schedule. Even if it's unconventional, it'll help you draw the line between work and play.

⭐ Don't forget self-care: Self-care doesn't have to mean woo-woo stuff like daily meditations or a bubble bath. Taking care of yourself can simply mean shutting down when you said you would and relaxing for the rest of the night.

Try to put space between work and sleep. Take time to unwind with a book or that documentary you've been meaning to watch. It'll help you feel more refreshed tomorrow.

Now that the weather's warming up, there's no better time than to get your work-life balance in order. Don't miss that outdoor happy hour! 🍻

🗓️ Upcoming Events

Join this Wednesday's Power Hour with special guest Robert Sofia, CEO of Snappy Kraken.

He's taking us on a deep dive of their massive “State of Digital 2024” report for advisors.

👉 Click here to register for free!

🤖 Tech Tip

If you send an unwanted file to the Recycle Bin, it's still hanging around your desktop.

When you know you want to part with a file for good, there's a way to permanently delete it and bypass the Recycle Bin.

On Windows, simply hold down your Shift key and hit Delete.

On a Mac, select the file, then click File from the menu bar. Next hold the Option key. It'll change from Move to Trash to Delete Immediately. 

Happy cleaning! 🗑️

✌️Good Vibes

Need a vacation? How about visiting the happiest country in the world?

Finland was just named the happiest country on the planet for the seventh year in a row. 

To celebrate, Finland wants applicants from around the world to attend their "happiness hack-a-thon" and spend five days in the country's capital, Helsinki.

The Helsinki Happiness Hacks event will be held in June 2024, completely free of charge for chosen applicants.

Why are Finns so darn happy? 

They chalk it up to four basic elements: a close connection to nature, a down-to-earth lifestyle, food from fresh ingredients, and a sustainable approach to life.

It really is the little things. 😄🌅

Sharing looks good on you.

When you copy that link at the bottom and share it with a few financial planning colleagues, you look like the smartest advisor in the room by keeping them informed.

Plus, you earn rewards. Sweet.