June Is National Annuity Awareness Month

Financial Advisors are in the best position possible to be of service to their clients during this recent wave of banking news.

“Kevin O'Leary thinks regional banks and their shares are doomed. ... wherein small regional banks will consolidate into super-regionals.” – March 30, 2023

Who would better know what to do now, in this place, with their knowledge, than a financial advisor? When I say, "financial advisor," I am talking about a real intelligence advisor, not a robo artificial intelligence advisor. A real financial advisor with decades of experience with designations like the following: CFP, ChFC, CLU, LACP, LUTCF.

Who better to know what to do now, in this place, with your knowledge, than you?

Do you have a passion for something you want to deliver to your clients and prospects, and you want to understand how to reset your mindset?

What is the essential thing to have in place for the problems you are solving for your clients and prospects?

In our fast-paced, ever-evolving world, it can be easy to lose sight of what really matters.

However, ikigai can help you bring more meaning and purpose into your life. The Japanese philosophy provides valuable guidance on achieving balance and living a meaningful life.

Ikigai is a powerful concept that has been gaining traction in recent years, providing people with an effective way to find meaning and purpose in their lives. It's no surprise that people are increasingly turning to ikigai to improve their overall well-being and happiness.

In this article, we explore the power of ikigai to recession-proof your business and provide readers with simple steps to apply it in their own lives.

Understanding whether you are an Extrovert, Introvert, Ambivert, or Omnivert will help you to get through Behavioral and Economic Highs And Lows.

Behavioral research goes back to 400 B.C. when Empodocles stated that behaviors have four elements or roots; Fire, Air, Earth, and Water.

The elements of Fire and Air are said to be Extroverted.

The elements of Earth and Water are said to be Introverted.

Gone are the days of the plain old vanilla Extroverted or Introverted behavioral styles.

Over the past few months, I’ve been revisiting my purpose, my why I do what I do.

Why? I used to be a live public speaker. As you may have noticed, there haven’t been a lot of live conferences and speaking opportunities over the past few years. For decades, creating live speaking presentations was a huge catalyst for me to create new content.

When you think of purpose, what comes to mind?

Will your current mind allow you to realize your purpose while your mind is being consumed trying to get your needs met through a person, place, position, or possession?

Your inner script and beliefs will illuminate or eclipse you during these historical worldly events, followed by economic highs and lows.

Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? 
Has the new world economic disorder compounded how you may be feeling about being inaccessible, irrelevant, or invisible in 2023?

If there was a way to become accessible, relevant, and visible in 2023, would you do it?

Being accessible, relevant, and visible is all about your purpose.

Purpose is not a noun, a possession, person, place, or position but a verb that is an ever-expanding expression of your values.

Over the past two to three years, there is no doubt you’ve been through a tremendous amount of change. The pandemic transformed the way we lived and worked. From career security to The Great Resignation, many of us were provided with plenty of opportunities for reflection. You went from working live to virtual and saw family and friends change careers, move from their homes (even total relocations), and pick up hobbies they’ve dreamed about for years.

Humanity can survive anything. We’ve seen our economy sink and soar, our communities fight against disease, and despite the circumstances, find hope to carry on—not only carry on but thrive enough to build the world as we experience it today. Our families experienced The Great Depression, and you may have witnessed firsthand the impact of the 2008 financial crisis. While you may be experiencing the full effect of the fear-based language around an unavoidable recession from the news or family and friends, you know you’ll make it through.

There may be whispers in your office or tension after your last client call because everyone is wondering the same thing—will this be as bad as the last one? 

The essence of this blog is a result of me interviewing NAIFA chapter presidents and program chairs coast to coast and asking the following questions: