Play Video

SIS RIS Advisor Update

September 29, 2022
 · 23 minutes

Tune in to this 23-minute webinar, which includes the performance of the portfolios (including Preferreds, REITs, Bonds, and swaps), the reasons behind the ups and downs of the market, and the effects of the Fed’s actions during 2022 and into 2023.

Play Video

SIS RIS Advisor Update

August 31, 2022
 · 17 minutes

Tune in to this 17-minute webinar, which is an end-of-August wrap-up. Topics include the performance of the portfolio (including Preferreds, REITs, and Bonds), the effects of the Federal Reserve’s actions, and the addition of an employee to the Coaching department. Dave also discusses instilling urgency with your clients and talks about many different aspects of how to do this.

Play Video

RIS Video Update 7/28/22

July 28, 2022
 · 9 minutes

Don’t miss this important, 9-minute video update from Dave where he gives you the latest developments on the following items:

· Status update on the potential new Franchise Name
· What is coming next for our Franchise Branding efforts including TV and radio advertising
· Reminder for the RIS Shareholder Meeting, taking place virtually on August 24
· An update on the Radio Show Co-Host new initiative

Play Video

June 2022 Financial Markets Discussion

June 30, 2022
 · 22 minutes

Tune in to this 22-minute webinar where Dave summarizes his Scranton Financial Group client video and encourages viewers of this video to watch that one. He discusses the fear of recession and a flight to quality and gives a brief overview of the state of preferred stocks, bonds, REITs, BDCs, and specialty ETFs this month. Dave briefly discusses three new types of software, including a retirement-risk report, which is a one-page, point-of-sale financial picture for new clients. He reintroduces zero-base thinking, which means not defending your previous thinking with nervous clients and how could you reallocate them now? He then concludes with explaining that we are moving to a new office building and encourages viewers to contact us by phone, cell phone, or email during this interim, work-from-home situation.