JLS Sales Academy

06/23/2026

Analyzing Private Investments: Why Return Distribution and Statistical Rigor Matter https://www.wealthmanagement.com/alternative-investments/analyzing-private-investments-why-return-distribution-and-statistical-rigor-matter?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Financial advisors need to look beyond averages when analyzing private investments to understand the full performance picture

06/23/2026

Advisor Sentiment Index: Financial Advisor Optimism Soars to New Highs https://www.wealthmanagement.com/ria-edge/advisor-sentiment-index-financial-advisor-optimism-soars-to-new-highs?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Optimism over the stock market and the economy jumped to fresh highs in May, with advisors expressing a strongly positive outlook over the upcoming year.

06/23/2026

Meet Jerry!

A seasoned insurance professional with nearly four decades of experience. Jerry is also an accomplished author, his book "Checkmate" offering insightful parallels between insurance sales and chess.

Jerry's ultimate goal is to inspire and empower others, leaving an impactful legacy of a positive outlook.

Catch Jerry on The Boomer Effect Podcast! https://www.theboomereffect.com/

06/23/2026

Recordkeepers Face Existential Threats From Fees https://www.wealthmanagement.com/rpa-news/recordkeepers-face-existential-threats-from-fees?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Interviews before the TRAU Record Keeper Roundtable cite fee compression, tech costs and AI as executives struggle to balance innovation with profitability

06/22/2026

Morningstar Wealth to Launch Public/Private Model Portfolios https://www.wealthmanagement.com/alternative-investments/morningstar-wealth-to-launch-public-private-model-portfolios?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Morningstar Wealth teams up with Apollo, Franklin Templeton and J.P. Morgan to offer advisors new public-private portfolios

06/22/2026

401(k) Real Talk Episode 197: June 17, 2026 https://www.wealthmanagement.com/rpa-news/401-k-real-talk-episode-197-june-17-2026?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Fred Barstein covers RIA consolidation trends, private market scrutiny, and Fidelity's new guaranteed income solution

06/22/2026

Focused on the Future: Building Growth Through People, Technology and Advisor Support with Neil Turner https://www.wealthmanagement.com/growth-strategies/focused-on-the-future-building-growth-through-people-technology-and-advisor-support-with-neil-turner?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

NewEdge Advisors co-founder Neil Turner shares insights on growth metrics, business development and AI's role in wealth management

06/22/2026

The JLS Sales Academy's founder, master salesman Jerry Smith created the systems, tools, and resources himself based on his 38 year experience as a personal producing agent. Learn more about these systems and tools today! Ph:1-833-481-1239 https://www.jlssa.com

06/22/2026

Zephyr's Adjusted for Risk: The Hidden Risks of Private Markets You Can't Ignore https://www.wealthmanagement.com/investment-news/zephyr-s-adjusted-for-risk-the-hidden-risks-of-private-markets-you-can-t-ignore?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Dana D'Auria of Envestnet discusses private market trends, liquidity risks, and due diligence strategies for advisors

06/21/2026

Trust Drafting After the SECURE Act Using IRC Section 678 https://www.wealthmanagement.com/estate-planning/trust-drafting-after-the-secure-act-using-irc-section-678?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Estate planners can use withdrawal powers to reduce income tax rates on retirement accounts paid to trusts after death