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...
The Right Newsletter
Why send a newsletter?
Because it will make you money and if done in the right way, you will be able to track exactly the...
Why the Average Life Insurance Agent is Poor
What Makes a Life Agent Rich?
Many insurance agents tend to be financially poor. The Bureau of Labor statistics documents that median salary for insurance...
The Holy Grail of Financial Marketing
Professionals in financial sales often make the sales part harder than it need be. I have seen the following occurrence many times. You may...
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. ...
Qualifed Insurance Leads
Not finding enough qualified insurance leads. Perhaps the reason is here.
Some insurance agents use lead generation techniques that create unqualified insurance leads (i.e. poor...
Self-Reliant Financial Professionals Earn Less
Red-blooded Americans are a self-reliant and it’s a good way to be, right? As self-reliant Americans, it’s almost un-American to admit we do better...
Don't Spend More Than 5 Minutes With a Prospect
Too many sales professionals spend their time with prospective customers who do not buy. That's a very expensive usage of time. If you're in...
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...
Self Promotion for Financial Advisors
Is There Anyone Else Out There?
Are you one of the many advisors who have grasped the 21st Century with gusto and setup your own...