The Social Security Fairness Act eliminates WEP & GPO, impacting millions of teachers, firefighters, and public employees - Are your clients prepared? In this episode, we sit down with Joe Elsasser, CFP®, founder of Covisum, and discuss why clients could now be eligible for larger benefits and retroactive checks, but could also face surprise tax bills and unexpected financial shifts without proper planning.

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Are you helping your clients save 20% or letting it slip through the cracks? In this episode, Mike Canet dives into the critical role tax planning plays in building trust, loyalty, and long-term success for financial advisors. Discover why “people want this service”.

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Dive deep into the art of storytelling with Gary Reed, a master of crafting narratives that drive results. Have you ever wondered why your seminars or client meetings fall short of conversions? Gary reveals the most common mistakes advisors make and how to turn things around by creating urgency, moving clients off center, and forging genuine connections.

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Looking to grow your financial practice and make meaningful strides with clients and prospects? You've come to the right place! In this new series, we bring you stories and lessons from top financial advisors and industry experts.

Tune in every other week for a insights, strategies, and thought-provoking discussions that will help you:
🔹 Navigate client challenges
🔹 Ask the tough money questions
🔹 Move the needle in your business

🚀 Whether you're a seasoned professional or just starting out, these conversations will equip you with the tools to thrive in a competitive market.

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