Tarkenton Financial LLC

RMD rules have changed and there are penalties for non-compliance! Do not miss our advanced markets webinar TODAY, September 10th at 11 am ET/10 am CT! Our team will update you with the key points you must understand to ensure your clients are prepared!

Registration link below:
https://integritymarketing.zoom.us/webinar/register/WN_n9oA3iE9Qo2oedOnDMfjew?utm_medium=email&_hsenc=p2ANqtz-_3TOfyD2bSV5_v8rzp2ArXZvtlXDddLBBpAacRv8kk3YiRmp74Mg_UiQZ_ti9RO257UJ9B6v7AfAK_Zy4Uup_zkOWEt2I4QWfjIHa6G0jqQ7UldpU&_hsmi=322461493&utm_content=322461493&utm_source=hs_email #/registration

Gaining advantage over the competition can be difficult, especially if you know that a potential client is considering other advisors.

In that first meeting or call, make it a point to subtly demonstrate how your services are more comprehensive than the competitions’. This shows the clients that you would more thoroughly help them navigate to and through retirement.

Follow us for more tips on how to establish yourself above the competition!

Referrals are the most effective form of marketing you could possibly get. This is why it is essential to create strong incentives for your clients to provide referrals. By encouraging and rewarding clients for their recommendations, you not only expand your customer base but also build stronger relationships with your existing clients.

Follow us for more tips on how to grow your practice!

If your client is forced to take RMDs that they don't need, certain annuities could be a great solution. The way it works: high upside participation rates may allow your client to continue growing their assets even if taking RMDs.

Reach out to us to learn how you can incorporate annuities into your practice.

An annuity can be an unexpectedly ideal solution for if your client is uninsurable. Fortunately, certain annuities offer high upfront bonuses that vest immediately in the event of death. This provides the beneficiary with the same comfort and security that life insurance gives.

Follow us to learn more about how annuities can be the perfect solution for your clients!

There are many situations where an annuity could be the hidden key to providing a solution for your clients. In this case, if your client does not want or qualify for long-term care insurance, an annuity may allow them to pull out double the amount of income in their policy to offset the care costs.

Follow us to learn how beneficial annuities are for the most unique client situations.

As discussed in a previous video, it is essential to keep track of your Key Performance Indicators (KPIs). So, what do you do if they aren’t showing the results you hoped for? Do you have a TEAM of fellow advisors who you can turn to for ideas? At Tarkenton Financial, you do. Reach out to learn more about our Kinship and how our advisor family helps each other grow.

One of the most successful strategies we’ve seen for connecting with clients is having a strong brand identity. In this industry, it is essential to have your own story to tell so clients can resonate with you.

One of the services we offer at Tarkenton Financial is producing your own profile video, which is the perfect way to market your brand and show clients who you truly are. Message us to learn how you can tell your story!

We see so many advisors miss out on amazing opportunities to grow their practice by not selling life insurance. Here are the 3 main reasons advisors might hesitate to incorporate life insurance into their practice, along with solutions to those issues.

Reach out to us to learn how you can expand your practice and start selling life insurance!

Now is the ideal time to discuss the essential role of Fixed Index Annuities (FIAs) with your clients. The current economic landscape is perfectly suited for FIAs, and annuity products are offering the highest cap and participation rates we've seen. Don’t miss out on this amazing opportunity to offer your clients the best products for their retirement.

Contact us to discover how you can integrate FIAs into your practice.

How do you guide your prospects into a conversation that leads to them becoming a client? Help them get started on the road to successful retirement planning with our 10 Steps to Retirement Readiness Guide!

This is an exclusive resource for our advisors, but you can message us now to request a copy to help you turn more conversations into more clients!

Tracking Key Performance Indicators (KPIs) can be challenging. To simplify this task, we have identified the top five that should be your highest priority.

By monitoring these key metrics, you'll find it much easier to pinpoint areas that need attention and significantly boost your closing ratio.

Message us to let us help you optimize your performance and improve your KPIs!

June is the official Annuity Awareness Month, providing the perfect opportunity to educate your clients on the benefits of incorporating an annuity into their retirement plan!

Integrating Annuity Awareness Month into your practice strengthens your client relationships and demonstrates your commitment to their long-term financial well-being.

Reach out to learn how you can incorporate Annuity Awareness Month into your business strategy!

Do you ever feel like there's never enough time in the day to accomplish everything you want to? To fix this problem, Tarkenton Financial has three effective strategies to help you streamline your business and reclaim an hour of your day!

With our Accelerate Training platform, Business Builder, and proprietary planning software, you can save valuable time and focus on what truly matters.

Follow us to learn more ways you can work smarter, not harder!

While workshops often attract a high number of registrations, many advisors still encounter a decline in actual attendance. If you experience this, don't worry—we have many methods of addressing and reducing this problem!

Reach out to us to learn how you can strategize ways to avoid the RSVP Drop-Off.

There is only ONE financial product that can solve the #1 concern that retirees have, with a contractual guarantee! What is it?

Fixed index annuities can provide competitive accumulation potential to beat inflation and grow money without market risk, while also providing a guaranteed lifetime income stream. Talk to our team today to learn how they can fit in your clients' portfolios!

We have helped our advisors run hundreds if not thousands of successful workshops over the years. Here are 4 things we see advisors do wrong - and how to NOT imitate those mistakes! Get in touch with us to schedule a strategy session for your event marketing!