An independent financial brokerage company focused on delivering our advisers the absolute best solu
We are an independent financial brokerage company focused on delivering our advisers the absolute best solutions related to: marketing, branding, analysis, case design, practice management. We have a suite of products, platforms, and technology that can efficiently increase brand awareness and client acquisition through relevant and thought provoking content delivery. Headquartered in Downtown Los
06/28/2021
Kinetic Koffee: Market Recap and Allianz 222 Bonus Update -
Kinetic Koffee: Market Recap and Allianz 222 Bonus Update THE WEEK AHEAD: KEY ECONOMIC DATA Tuesday: Consumer Confidence. Wednesday: ADP (Automated Data Processing) Employment Report. Thursday: Jobless Claims. ISM (Institute of Supply Management) Manufacturing Index. Friday: Employment Situation Report. Factory Orders. Source: Econoday, June 25, 2021 The E...
06/11/2021
Kinetic Koffee: Weekly Callđź“ž -
Kinetic Koffee: Weekly Call📞 Seminars are back! Our data indicates that both advisors and consumers are ready to return to normal. See how these advisors are gaining back lost ground and reclaiming control of their 2020 production goals.
03/01/2021
Kinetic Koffee: Rising bond yields deliver a blow to stocks -
Kinetic Koffee: Rising bond yields deliver a blow to stocks Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower. The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined 2.45%. The Nasdaq Composite index, home to many high-valuation growth pla...
01/11/2021
Kinetic Koffee: Market starts 2021 on a high -
Kinetic Koffee: Market starts 2021 on a high Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading. The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500 increased by 1.83%. The Nasdaq Composite index, which led throughout 2020, picke...
12/21/2020
Kinetic Koffee: COVID-19 vaccine led to a positive market -
Kinetic Koffee: COVID-19 vaccine led to a positive market Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill. The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500 picked up 1.25% while the Nasdaq Composite index surged 3.05%. The MSCI EAFE index, wh...
11/09/2020
Kinetic Koffee: Markets react positively to the election -
Kinetic Koffee: Markets react positively to the election Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies. The Dow Jones Industrial Average jumped 6.87%, while the Standard & Poor’s 500 tacked on 7.32%. The Nas...
06/15/2020
Kinetic Koffee: increase in COVID-19 cases, matched with downbeat Fed forecast, weighed on markets. -
Kinetic Koffee: increase in COVID-19 cases, matched with downbeat Fed forecast, weighed on markets. Built for Accumulation - Robust ETF Index Crediting - No Fees Often when going over the interest crediting section of an annuity contract, a lot of clients ask about the index they're tracking and how it works. Explaining the crediting can get complicated with risk-controlled indexes and managers th...
03/30/2020
Kinetic Koffee: Virtual Sales Webinar and Market Update - https://mailchi.mp/718d555125f2/kinetickoffee-4929246
Advisors,
Now more than ever, existing clients and old leads need your help navigating the current market environment.
Join our webinar on March 26th, at 11AM PDT, to learn how to use our Lead Reactivation Campaign to acquire new business from existing leads remotely.
This campaign will help identify new opportunities from your previous marketing efforts without having to invest in a huge budget. Our team can even help you set up virtual meetings with little to no effort of your own to ensure everyone's health and safety.
Join us on March 26th at 11AM PDT to learn about our latest marketing platform.
https://register.gotowebinar.com/register/683471127256246285
03/24/2020
Coronavirus: Business & Marketing Disruption Dinner Seminars are not doing well. Join the Kinetic team to go over alternative marketing strategies. Agenda: -Market Update on Coronavirus -Dinner Seminar Update -Alternative Marketing Strategies -Annuity Update -Summary of Case Study
03/16/2020
Kinetic Koffee: Dinner Seminars and alternative strategies; continued concerns over COVID-19 - https://mailchi.mp/4a881d458d81/kinetickoffee-4912134
03/13/2020
Corona Virus: Business & Marketing Disruption Dinner Seminars are not doing well. Join the Kinetic team to go over alternative marketing strategies. Agenda: -Market Update on Corona Virus -Dinner Seminar Update -Alternative Marketing Strategies -Annuity Update -Summary of Case Study