The Income Watch
Tune in to this 7-minute video where Dave explains the Retirement Income Source® SFG rebranding, touches on market volatility in March, and discusses tariff-related concerns and possibilities.
Tune in to this 6-minute video, where Dave gives a detailed summary of the markets and the performance of the portfolios (including Bonds, Preferreds, BDCs, REITs, and ETFs) in March.
Tune in to this 15-minute video, where Dave discusses being patient when hiring; highlights from the recent Advanced Sales Academy, including the importance of Investing for Income and the TR=I+G equation; and the need to keep your explanations simple to help increase closing ratios.