The Secret of the 6 Item TO-DO List

Time Allocation Time “management” IS ESSENTIALLY TIME ALLOCATION—doing the activities that matter the most as opposed to the activities that matter little.  The visual representation...

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...

Fixing Abysmal Sales Skills Part 2

Life Insurance Companies and Their Agents Don’t Know How to Sell Insurance (and most sales professionals don't really know the definition of sales) The problem of...

Fixing Abysmal Sales Skills, Part 1

The sales skills of people who sell are generally abysmal.  They have been poorly trained by people who don’t know much about sales, who...

Need for a Financial Advisor

  Do I need a financial advisor? A decade ago, while researching how seniors made their selection of a financial advisor, I warned that times were...

Do Your Prospects Procrastinate? Here’s How to End It

Would you like to close more sales and close them faster? Then my experiments over the last 20 years as to why prospects do...

How to Set an Insurance Appointment

How to Set an Insurance Appointment Before you can make an insurance sale you first need to make another sale called the insurance appointment. Realize...

Facts About Seniors on the Internet

Facts About Seniors on the Internet If you are in financial sales as a financial adviser or insurance agent selling to seniors, these facts are...

To Sell More, Stop Talking About Your Products

Do you like to be sold? Notice that when you see a sales pitch coming, your muscles tense up a bit and you put...

How to Be a Sales Magnet to Wealthy Seniors

People 60 and over control the majority of the assets in America, but these wealthy people won’t respond to the tactics used by most...