Hegna's Hotseat

Six Steps to Your Prospect’s Retirement Score

Sep 9, 2024

Your clients are familiar with their credit score, but do they know their retirement score? This post explains how you can show them that.

Tom Hegna's 2024 Economic Commentary

Tom Hegna

Jan 8, 2024

2024 is full of uncertainty. Here's what you need to know and how you can help serve your clients better!

Golf Is Simple, Not Easy

Tom Hegna

Aug 1, 2023

Most of you know I’m an avid golfer. I like to use golf as an analogy to explain how simple it can be to become wealthy. Investing is a lot like golf.

3 Steps to Improving Clients' Wealth

Tom Hegna

May 1, 2023

If you help enough clients become millionaires, you too could become a millionaire by default! Here are 3 simple steps you can take right now to do get there.

Some Ways to Overcome the Prospecting Challenge

Tom Hegna

Jan 15, 2023

F or years, the entire financial services industry has struggled with the same big issue – PROSPECTING! The new advisor is typically asked...

Tom Hegna's 2023 Economic Commentary!

Tom Hegna

Jan 9, 2023

I 've recorded my annual economic commentary for over 10 years. I usually publish it in late December each year, but 2022 was so hectic, I...

How to Market During the Holiday Season

Tom Hegna

Nov 9, 2022

Holidays crowd calendars this time of year, but that doesn’t mean your pipeline of leads has to be empty for fourth quarter. Here's what you can do now!

Don't Leave ANY Money for Your Kids!

Tom Hegna

Aug 18, 2022

A lot of people think life insurance has nothing to do with retirement, but I want to show you how life insurance has EVERYTHING to do with retirement!

Is This Better than Vacation?

Tom Hegna

Jul 6, 2022

Summer holidays and vacation trips are here, but that doesn't mean you should slow down. Use just a little bit of time this month focusing on these two themes.

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