Can You Speak?

Working with ICON's and Top Producers over the years I learned that public speaking can make the difference in your prospecting efforts. Learning to master your message in front of a large group will help you be better in one on one meetings. Sadly it doesn't work the...

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Should I move into the “High Net Worth market”?

Three insurance company presidents recently bemoaned the fact that no one was working in the middle-income markets anymore. Now they want you back where the people are. It would have been more compelling if it weren’t the companies themselves that pushed advisors away...

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Do I really have to specialize to be successful?

There are two ways to be a success in the financial services business: 1. Work like a dog – do it all. 2. The right way – focus your efforts. I just returned from a couple of speaking engagements in Singapore and heard a wonderful story about this. After talking about...

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