I learned about a great app today called Searchie. It has AI built into it and it would be very valuable for every advisor. It will take your recorded Zoom meetings and transcribe them so you can send to your prospects as a follow up for each appointment. Check it out. Searchie

...is the ability to work from anywhere with a laptop and cell phone! I'm in Mexico with my family right now, eating amazing food every day.

It wasn't the hip surgery that slowed me down, it was all the medications I was on! Well, my head is no longer foggy and I am ready to see what Darren and Jason present to my contact for his client that has a $3million dollar IRA, and 4$M liquid net worth, and wants to convert the IRA to a Roth. TBC..........

Day 1 of 3 under our belts. Wow! What a great webinar today by Darren Sugiyama of Lionsmark Capital. We are so fortunate to have a genius like him in our back office to help our clients, CPAs clients to utilize Premium Financing. Great information that can be immediately implemented.

She lives in Virginia, single, looking into trust because her niece is the primary beneficiary. We scheduled the 2nd call /consultation for 4/18 @ 6pm She bought a self-trust kit reason for scheduling call with me today One of her biggest concerns was converting her 401k ($700k)into a Roth to leave to her niece………hello, cant wait for Scott & Kim to present roth conversion program Has $200k in roth Home $600k owes $14k She teaches earns $45k not because she has to Pension: $2950 mo turns on end of month SS; $4124/mo she will start end of month when she turns 70 She said wished she wasn’t foolish and started converted her 401k over into a roth over last 10 years………I informed her we have a unique way to convert to Roth Briefly planted the BLP seed for her niece to have $ at her demise She said that the trust price is good, and liked our conversation that I can get legal documents done, and financial planning GET SUM!