The Income Watch
Tune in to this 5-minute video where Dave discusses the performance of the portfolios, geopolitical risks, and slight market volatility at the beginning of March.
Tune in to this 14-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 February, geopolitical considerations, and market rotation.
Tune in to this 11-minute video, where Dave reminds viewers how important it is to install a sense of urgency with prospects, opportunities for internal upgrades, and making sure clients feel seen, heard, and comfortable. He also discusses viewers of upcoming trainings in March and June, and reminds viewers to take advantage of the spring season.