The Income Watch
Tune in to this 4-minute video where Dave discusses the market’s comeback from March declines and portfolio performance in April.
Tune in to this 8-minute video, where Dave shares an update about the new co-heads of Fixed Income and improved trading efficiency and proactiveness. He also gives a detailed summary of the performance of the portfolios (including bonds, preferreds, ETFs, BDCs, and REITs) in the month of April.
Tune in to this 10-minute video, where Dave reminds viewers to instill a sense of urgency with clients and explains the new seven-step, high-level offer for workshops, which includes the Retirement Risk Report, the Financial X-Ray, a white paper about risk, a white paper about income, a copy of Dave’s book or the advisor’s book, a video book, and the money-back guarantee.