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FREE Proven Retirement Market Sales Strategies in Time for RRSP Season retirement sales strategy Nov 22, 2021

Are you a Canadian financial advisor who wants to take their business up a few levels?

Want to take advantage of the RRSP Season this year like never before? 

Would you like the words, questions, an...

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Finally, proven sales ideas that YOU can use in YOUR market george sigurdson marketing masterclass mdrt prospecting sales ideas Oct 20, 2021
  •  Would you like to sell hundreds of cases in a young family and small business market every year like a Top of the Table producer does himself? 
  • Would you like the details of what he says and d...
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How is a “life insurance practice” different from a “life insurance business”? business financial planning life insurance performance practice Aug 17, 2020

When I started in 1977, most everyone thought of this as a “career”. We talked about “business” and then “practice” became popular. It’s too bad too.

There is a lot of self-important talk about “prac...

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What do you think about the long-standing practice in our business of offering clients A, B and C options as part of a presentation? better relationships options practice presentation solutions Aug 10, 2020

It is just dead wrong as it is generally practiced today. With due respect to Burt Miezel (a major proponent), this is an approach that no longer has validity in today’s world. You have to stop being ...

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Should I do a complete financial plan before making product recommendations? financial advisor financial plan malpractice product recommendation Aug 08, 2020

While “Prescription without diagnosis is malpractice” is generally true, it isn’t in this case.

The people change in a market but the problems stay the same. Just the numbers are different. So, if yo...

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