The Income Watch
Tune in to this 11-minute video where Dave discusses continuing geopolitical risks, the performance of the portfolios, and gives historical context for past economic events.
Tune in to this 19-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 the month of March, ongoing geopolitical risks, and provides a thorough discussion about bonds and BDCs.
Tune in to this 18-minute video, where Dave reminds viewers to look at their production goals, discusses BBI and annuities, and explains how to manage service advisors and acquisition advisors to serve clients effectively and well.