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...

The Worst Idea You Can Have This Holiday Season

This post was contributed by David Sage of Brokerville The worst idea you can have is that you can’t do business during the holidays. The...

Breakthrough In Seminar Results

I write this post from the experience of conducting over 200 seminars as a financial advisor, reaching the point where 65% of attendees would...

Top Producers Don't Focus on Results

Everyone inherits the conversations (aka beliefs) of his own culture.  Many of these conversations are so much taken for granted, we don’t stop to...

You Advise People About Their Money – But You're Broke!

There's the old joke about financial advisors who come to the office by bus to advise clients who come to meet in their Mercedes. If...

Many People Hang Up on You and Rightly So

"My name is....." "Hi Mr. Smith, my name is........" Most every sales call or appointment-setting call in America starts this way--the WRONG way. Sales people...

Financial Professionals Don't Need More Financial Knowledge

Knowledge You Don't Need Reading the Wall Street Journal, Investors Daily and whatever you think you need to do to stay current provides no revenue. ...

Henry Ford Would Have Been a Rich Financial Advisor

Project vs Process Henry Ford is credited with mastering use of the assembly line concept.  In other words, Henry converted machine assembly, which was previously...