How can I make myself “irreplaceable” with my clients?

How can I make myself “irreplaceable” with my clients?

Little, personal things can make the biggest difference in your results and get the extra loyalty you want. Every year I was with Mutual Life I received a personal note from the President, Chairman and Agency VP on my birthday. Think that played a role in their...
Should I move into the “High Net Worth market”?

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...
How can a “general practitioner” be more successful?

How can a “general practitioner” be more successful?

Imagine yourself the “Mike Holmes” of your client’s finances. Mike Holmes of the television show Holmes on Homes leads a team of expert trades people to repair homes. Building and leading an expert financial team is the future of the general practitioner. No one...