Brad Pistole (RICP) has written over $200M in annuities over his career.

Tune into today’s Virtual Advisor Power Hour at 12pm EST / 9am PST to get the full training on how he’s done it.

👉️ Click to reserve your free seat!

🪲 It’s ‘Cicada-Geddon’

If creepy crawlers gross you out, you might be in for a long summer.

Scientists say trillions of underground invaders are coming in what’s being described as a “cicada-geddon” – the biggest bug emergence in centuries.

If you’re unfamiliar with cicadas, they live underground and crawl out every 13-17 years – making loud, screeching sounds and leaving their shell-like bodies behind after mating.

Hey – if you’ve been underground for 17 years…you kinda have the right to do what you want!

- Team Advisorist

In Today’s Issue 👇️ 

• Why people are confident 2024 is going to bring riches

• The power of ‘daily speed sprints’ for productivity

• The ‘phased retirement’ trend that’s becoming quite popular

🤑 Lots of People Expect to Get Rich in 2024…Do You?

According to a new study of high net worth investors (HNWIs), people are pretty bullish on their chances of growing their wealth this year.

However, there are some pretty stark differences in just how confident people are based on gender and age.

🤔 3 Interesting Takeaways

• Gen Z women are the most confident that they’re going to make it rain this year, with 81% expressing confidence that their assets will increase in 2024.

• Baby Boomer Women are the least confident group, with just half (50%) believing their wealth will grow this year.

• The biggest intragenerational discrepancy between genders occurs in the millennial demographic, where millennial men (75%) are 11% more likely than millennial women (64%) to be confident their assets are growing this year.

What does all of this mean? Well, it’s clear that younger demographics are more confident than older ones.

This is likely due to the fact that there’s about to be a $90 Trillion wealth transfer from Boomer parents to their millennial children.

📋️ What’s an Advisor To Do?

As an advisor, it’s important to remember that you should be niching down to focus on very specific groups of people – otherwise, your messaging will miss the mark.

It’s not enough to target, say, millennials. You should be segmenting your prospecting to smaller cohorts, like millennial women making $250,000+ or Boomer men who will be leaving behind at least $1M in assets to a millennial child.

The more you segment, the more you can dial in specific messaging that resonates on an emotional level.

Headline Roundup

🏠 Affecting Your Clients

• Job Openings Stay at 8.8 Million; Labor Market Strong [MW]

• Economist Says ‘Housing Affordability has Totally Collapsed’ [CNBC]

• Americans Believe They’ll Need $1.46M to Retire; Up 15% [MW]

📈 Markets & Economy 

• Fed’s Mester Says She Won’t Back a Rate Cut in May [MW]

• 10-Year Treasury Yield Hits Highest Level since November [CNBC]

• U.S. Factory Orders Rise in February After 2 Months of Decline [MW]

💼 Industry Roundup 

• Health Insurer Stocks Slide as Medicare Advantage Rates Disappoint [CNBC]

• Advisors Discuss Their Favorite Industry Acronyms [INN]

• US Government Quietly Sells $2B Worth of Bitcoin [CD]

🏁 The ‘$200M Annuity Man’

Brad Pistole (RICP) has written over $200M in annuities over his career.

He hosts a local radio show 5X per week and has authored 2 best-selling books.

Brad also manages to do spots on local TV and produces TikTok videos that get more than 120,000 views in 24 hours.

But here’s the thing…

Virtually nobody knows the name of his company. 

If your primary marketing objective is to showcase your company’s name, you might be doing it all wrong.

But no big deal…because Brad is about to share the best ways to flip that script and get on a better path toward scaling your business.

He’s not trying to compete with you – so he’s ready to share all of his best trade secrets…including:

• Why nobody cares about the name of your company (and the ONE thing they pay attention to instead)

• Media secrets for OWNING your local market and becoming the most visible advisor in town

• Lessons from the frontlines of $200+ Million in annuity sales

Tune into today’s Virtual Advisor Power Hour at 12pm EST / 9am PST to get the full training.

Click to reserve your free seat!

🏁 The Case for ‘Daily Speed Sprints’

Each time you’re interrupted while working, it takes an average of 23 minutes and 15 seconds to get back to your previous level of concentration.

We all know about the big obvious distractors, like…

❌ Facebook scrolling…

❌ Checking email…

❌ Texting…

❌ Playing smartphone games…

But what about those dozens of small tasks on your to-do list?

Believe it or not, they can be considered interruptions too.

If you’re constantly having to switch from doing deep work to answering an email or punching some info into a spreadsheet, it’s killing your productivity.

Yes, it’s good to knock these tasks out.

But at what cost?

If it takes you 20+ minutes to get focused again, is it really worth it?

This is why we recommend creating a Daily Speed Sprint.

Each afternoon, carve out 60 minutes on your schedule where you knock out as many small tasks as you possibly can.

The goal is to turn off all distractions and move as quickly as you can to get things done.

By batching together tiny tasks that don’t require a ton of deep work or concentration, you instantly increase productivity during the other parts of the day.

It’s a win-win.

Give Daily Speed Sprinting a try this week and hit ‘reply’ to let me know what you think!

🗓️ Upcoming Industry Event Calendar

Mar 6: The Virtual Advisor Power Hour

Mar 12 -14: 9th Annual FA Magazine Invest In Women Conference

Mar 24 - 25: Shift: Human First Financial Guidance

🧮 By the Numbers

66%

That’s the number of people who now say they plan to take a “phased retirement” as opposed to a traditional “cold turkey” retirement.

Millennials lead the charge, with 73% saying they’d prefer a retirement that allowed them to work part-time for pleasure.

✌️Good Vibes

In a heartwarming tale of kindness, Kevin Cherry – owner of Mama Kwans restaurant in North Carolina – went above and beyond to fulfill the dying wish of a loyal customer.

The woman, Heather Bowers, lived six hours away in West Virginia.

She’d been battling cancer and told her friend that she would love to have one last pork plate from Mama Kwans.

Determined to make it happen, her friend reached out to Kevin.

Despite not knowing her personally, Kevin didn’t hesitate and hopped in his truck almost immediately for the six-hour drive.

It ended up being her last meal, as Heather passed away the following day.

The entire family says Kevin’s gesture was one of the most thoughtful things anyone has ever done for them. 😊 

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.