THE BLOG
Do you inadvertently discriminate against your Moderate Net Worth clients because they aren’t High Net Worth?
I believe many advisors do. They promote grand plans of preserving generational wealth th...
If the way you’re promoting your credentials is still last century, want to know how to do it today?
Like many advisors, do you promote yourself by proudly reciting your list of credentials?
If you...
Here’s the formula for your most persuasive presentation
Aren’t we most persuasive when speaking from the heart? And isn’t a heart-to-heart connection the best way to make a client feel the benefits ...
Here’s a new point of sale service strategy that drives prospecting.
If you could make just one small change to your sales process that would make you more professional and give you more good prospec...
Here’s the most valuable “Do-it-yourself Project” ever!
We all know that it takes discipline to be your most successful self, don’t we? So why don’t we just get some and be better?
The problem is th...
How the Viking Mindset leads to greater success…
Do you have a Plan B? Many do, but did you know that having a Plan B actually reduces your chances for success? It lets you stop stressing over the to...
How to be the person you want to be
Aren’t the best advisors enthusiastic, caring, thoughtful, helpful, creative, authoritative, well-spoken, and professional – among other great traits?
But what if...
Did you realize that needs-based selling holds you back?
Sure, helping people get what they need is fundamental to the business, but the way most advisors go about it means they fight with prospects...
How to develop your mental toughness…
Is mental toughness a necessary part of a winning mindset? And do you just have it or you don’t?
The truth is that anyone trying to do anything great has tough ...
Why working is better than “spurting”
Freddy D. Donaldson was a New York Life Agent with the best, most folksy advice ever. One thing he said stuck with me especially, and I know it can help you do m...
Advisor recruiting is just as easy as it has always been
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How long does it take for the average person to become a life insurance professional? …Wrong!
The average person will NEVER become a life ...
Just want to sell more cash value life insurance?
We have a special treat for SOLIS 39 when I play host to my friend and MDRT Top of the Table and Forum 400 member, Curtis W. Cloke of Tuscon, Arizona...
