Featured, Update, Resource

Market Trends #1

The purpose of Market Trends is to look from a high level at what products and companies are trending and look at the different segments, who the market lead…

Featured, Resource

Don't Let Compliance Keep You Up At Night

Compliance does not need to be the enemy. It does not need to be something we hide from or something we ignore. Compliance doesn't even have to take that muc…

Update, Resource

11 Productivity Hacks For Your Insurance Practice

Productivity can be a huge lever for increased revenue and client satisfaction. When your whole team operates at high-levels, employers and clients ultimatel…

Sales Concept, How To, Resource

Streamline Your Sales Process With E-Apps!

If you're looking to streamline your business this year, think about incorporating electronic apps into your practice. In this article, we show you how to tr…

How To, Resource

11 Tips To Turn Your Agency Into A Money-Making Machine

I have worked with hundreds of advisors and have consistently been able to increase their FYC substantially by using the strategies listed below. I will not …


Psychology Of Choice In The Insurance Buying Process

You would think that with all the choice that consumers have with insurance products today, that would translate into more sales. Unfortunately, consumers do…


Life Insurance for Your Favourite Superhero

Superheros are pretty amazing but even they have their vulnerabilities. Find out what type of insurance your favourite superhero would buy!


Help Clients Re-think The Way They View Insurance

Your Parents' Life Insurance Experience Is Going The Way Of The "Stockbroker." Are You Ready For What's Next?


Perfect Your 'N' In An Age Where Cold Calling Is Dead

What is your "N?" When I set out to become an Investment Advisor in the late 90's, I read a book by Nick Murray entitled, "The Excellent Investment Advisor."…


Financial Literacy = More For Everyone

When clients are given transparency and an education on the products they are being sold, not only will they help you make a larger sale, they will be better…


Tools Advisors Use To Save Time And Accelerate Business

Time is limited. It's possibly the second most important asset a person has (sandwiched between family, health and money). The paradox is that the more money…


How Important Is Presentation?

Why is presentation so important if we are taught not to judge a book by its cover? Spoiler alert - We can't help it and here is why.

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