Category Archives: General

A good case study is structured with a clear beginning, middle and end that holds your audience’s attention by creating  tension of problems and cosequences… and the anticipation of resolution. The format is simple.  They can be as short as … Continue reading →

Understanding the way people think can greatly enhance both your marketing and selling.  One of the world’s foremost experts on how to leverage how people think to persuade them, is Dr. Cialdini. We can very easily use one of the … Continue reading →

We’ve all thought or heard about Networking.  It’s a fantastic way to land the proverbial whale if you do it right.  Think about it…Networking costs very little but can: • Get you in front of people who would never respond to … Continue reading →

We’re coming into summer and many advisors slow down and enjoy life a bit more.  But there’s no reason you can’t mix a little business with pleasure.  Summer is an excellent time to do a client appreciation-referral event.  Every summer … Continue reading →

Have you ever used the term “Guaranteed lifetime Income”?  If you have…you are shooting yourself in the foot, according to a study done by the Financial Security Project at Boston College.  The study found that people described it as “iffy” … Continue reading →

Only 6% of advisors in 2011 said that Social Media has helped them increase profits…that’s down from 16% in 2009. (source: Aite Group)

This 20-minute video will fix that and fill your calendar in the next 45 days.

The February 2012 issue of Smart Money Magazine did an article on the Financial Profession and its future. Here’s a glimpse of some of their findings: 250:1 — Ratio of baby boomers to financial advisors 55% — The pass rate … Continue reading →