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...
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...
Financial Services Marketing vs Sales Pitches - Industry Still Confused
Can't Such a Profitable Industry Do Better?
The financial services industry is unfortunately addicted to a product-focused orientation such that sales are minimized. It may...
Don't Educate Your Prospects
Many advisors and insurance agents feel it’s important to educate their prospects. There’s an idea that if you educate your prospects, they can make...