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Systems Overview – New Lead up to Financial Plan

By Ridgegate Financial | June 17, 2019

0:00 – Schedule First Appointment 2:20 – Input into Monday Leads 4:30 – Input into RedTail 7:53 – Options for when they are in the Leads board 12:08 – Input into Monday Sales Process 22:09 – Financial Plan Board (to be continued in separate video) 24:00 – Quick Recap

20190430 – Social Security – Parker Library

By Ridgegate Financial | June 17, 2019

20190423 – Social Security – Parker Library

By Ridgegate Financial | June 17, 2019

Lead Calls in Requesting Free Report

By Ridgegate Financial | June 17, 2019

  This video demonstrates how to handle a lead who has called in from the radio requesting a certain free giveaway PDF or Whitepaper.

The Health Issue

By Ridgegate Financial | September 17, 2018

Creature Comforts: Aging with a Pet   Some people may believe becoming a pet owner in retirement is inconvenient, making traveling and other activities more difficult. However, once retirees get to a stage where staying home becomes preferable, a pet can be a wonderful asset both as a companion and health care enabler.   For…

Legacy Issues

By Ridgegate Financial | September 11, 2018

Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement. Before the inevitable groan about the entitlement of youth, bear in mind that today’s young adults do have different financial challenges than in past generations. 1   It…

The Technology Issue

By Ridgegate Financial | September 10, 2018

The Potential Effects of No More Net Neutrality   This past June, the network neutrality rules put in place three years ago officially ended. They were implemented to help regulate the internet, much like a utility, to prevent unfair practices and keep the service affordable and available to all. The basic tenet was to treat…

The Personality Issue

By Ridgegate Financial | September 6, 2018

Who’s Addicted To Social Media?   It’s not uncommon to hear people say they’re not on Facebook (or Twitter or Instagram); they’re just not into that whole thing. Then there are those who are on their social media accounts daily. While there are plenty of people in the middle – who just check their social…

Trade Wars

By Ridgegate Financial | September 6, 2018

There’s a never-ending stream of political news these days, but the stock market has remained relatively resilient. The market successfully weathered potential distractions that may have been detrimental in previous years, but that calm may end as as there have been ongoing discussions about tariffs with global trade partners.1   In the past, the presidential…

Tax Burden Shifts in Divorces

By Ridgegate Financial | August 28, 2018

The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after Dec. 31, 2018, alimony will no longer qualify as a tax-deductible expense, while alimony payments will be tax-free to recipients. In other words, the tax burden on that income will shift from the receiver to…

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