What are you doing to Level Up this year?

Truett Cathey, the founder of Chik-fil-A, chided his management team with this nugget of wisdom: “If we get better, our customers will demand we get bigger.” 

Here are three things we can do to help you get better:

1. Build a better business. 



2. Get better client outcomes.

The more you push clients toward a plan or concept, the more resistant they become. Wharton’s Dr. Jonah Berger has a proven process for removing those barriers. He’ll share how his communication strategies are helping advisors and their clients achieve better outcomes in both live and virtual settings. His latest No. 1 NYT and WSJ best-seller “Catalyst - How to Change Anyone’s Mind” is a must-read. Bring your questions for him on January 17.

3. Build a more profitable annuity business.

Clara is our newest fintech platform. It will make your annuity business more profitable. With Clara, you’ll invest less time doing your business thanks to our seamless electronic order entry and management. You’ll increase your revenue by growing organic annuity sales with the Lifecycle Manager. In addition, you’ll improve client outcomes using Clara's optimization tools.