The Income Watch
Tune in to this 6-minute video, which is an end-of-March wrap-up. Dave discusses the Fed’s potential interest-rate movement, as well as ongoing market growth and election-year economic stability.
Tune in to this 6-minute video, where Dave gives a detailed summary of the performance of the portfolio (including REITs, Preferreds, Bonds, ETFs, and BDCs) in March, and he discusses overall strength in the market, but with a slight concern of the stability of regional banks.
Tune in to this 15-minute video where Dave recaps a few points from the recent Advanced Simplified Sales Process. He encourages viewers to always prepare between appointments and remember five important things: establishing clients’ “I want” income needs, connecting with emotional reasons, asking-not-telling, wedging, and closing doors.