LATEST ARTICLES

mind reading

The Astounding Unconscious Reason People Don’t Buy

The Unconscious Way People Make Decisions It’s hard to understand. When you watch children, it’s very clear what they like and don’t like. If they like it,...
summer prospecting

How Financial Advisors Generate Lucrative Summer Business

For some of you, June, July and August means your summer business will dive as the vacation season starts.  Your summer business dries up and...
listeng to clients perceptions

How Many Sales Do These Perceptions Cost You?

My wife has a pain in her shoulder.  She’s had it for months.  She complains about it.  I tell her to go to the...

Financial Advisor Marketing – Two Great Tips from the Field

Financial advisor marketing can be elusive as you likely have no marketing training.  The good news is that a great education abounds for those who...

Financial Advisor Hypocrite

Suppose you walk into a doctor’s office for an exam. After the exam he says to you, “You know, you really need to lose...

Fundamental to Uber-Success in Financial Services Marketing

Would you like to call up your clients and have them buy whatever you recommend without hesitation?  Would you like to have a database...

Has Life Turned Out as You Planned? How to Obliterate Failure and Master Success

Trees don’t grow in the inner city.  The inner city is paved with concrete and asphalt and trees need a clearing of soil to...

Overlooked Way to Earn More

For years, I have assisted advisors to gain clients and earn more.  I recall an advisor who once called to tell me that using...

Get Unstuck. Change Your Mindset. Get to the Next Plateau.

There is no a human who has not become stuck at some point in reaching their goals.  Those that move on and progress have...

The Major Reason People Do Not Buy Insurance is Not Cost

It's easy to believe that people avoid make certain purchases because of their cost. But this is too simplistic as the consumer always weighs...