Category Archives: General

Now, if you follow my suggestions for the article above, you will be rubbing elbows with lots of the right people.  Here are some suggestions that will make sure that all that rubbing creates some positive electricity.   Never use … Continue reading →

The only proven way to land “whales” on a regular basis is to do some type of networking.  And the best way to network is through your passion.  What interests you?  Sports?  Whatever sport you love… don’t participate… DOMINATE.  If … Continue reading →

Most advisors assume that running out of money is the number one concern of retirees… and they spend all of their time addressing it.  It actually ranks 4th.    Here’s what the 2009 Senior Census discovered about retirees concerns.  Top 10 … Continue reading →

Which would you rather see in your local paper?  A piece written by you or a piece written by somebody else… quoting you?  I’d much rather be quoted.  It’s a 3rd party endorsement and it’s easier!  Here’s some easy ways … Continue reading →

Sometimes getting rich is just being at the right place at the right time (hint: and now is one of those times!). This 10-minute video shows you how an advisor went from struggling to making almost a million a year … Continue reading →

If you want your clients to take your advice, make sure they understand the risk they are taking by ignoring your advice.  And I mean all the risk.  Here’s a handy little table that has worked for me in the … Continue reading →

Inertia is a huge problem for us as advisors.  We show people wonderful solutions to their problems and it seems like they just can’t pull the trigger to take action.  They agree that our solutions are great.  They agree that … Continue reading →

Nobody, and yet way too many advisors do just that.  You know what’s worse than not getting a Holiday card?  Getting a card with a pre-printed message and a signature! NEVER… NEVER… NEVER send out a pre-printed card with just … Continue reading →

Has anybody ever asked you, “How’s business?” How did you reply?  Did you get a sale?  Here’s what to do next time this happens to get a new client on the spot. Did you say, “Things are great!  How about … Continue reading →

I know an advisor that has sold a boatload of life insurance over the past 5 years without even bringing up life insurance… people just ask him about it. Simply put together a table (See below) with your favorite UL … Continue reading →