The 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…
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…
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."…
Does A Napkin Cut It In Today's Compliance Environment?
Compliance is taking over the industry making it harder and more expensive for an advisor to practice than ever before. Compliance does not have to be a hurd…
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.
Top Traits Of Successful Advisors
Find out the top traits that the most successful advisors use to consistently perform well year after year.