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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...
Do I really have to specialize to be successful?

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...