9 Ways to Turn Social Situations into Business Relationships

Here are some suggestions to help you do everything (or at least most things) right when looking to transform social situations (or business socials) into business relationships. More...
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5 Ways to Make 2018 Your Best Year Yet

Today can be the first day of a great year. Whether you sell life insurance, annuities, dental insurance, or just an occasional travel medical policy, here are five ideas about how to make that happen. More...
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Embrace Your Inner Hero

Unfortunately, the world has become more cynical in recent years. People are jaded about their jobs, their government, and their futures (or lack thereof). So it’s no surprise they’re also turned off by the financial services industry. But consider: In...
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5 Key Ideas for New Insurance Agents

Success in any venture begins with the proper mindset. As a new insurance agent, there are five key “truths” about the insurance industry and your role in it that will help ensure you have the correct mindset and the best...
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10 Sales Business Card Dos and Don’ts Every Rep Should Know

We may be living in a digital world, but business cards are still a valuable tool for salespeople. Handing your card to a potential prospect or referral is easier and quicker than exchanging phone numbers or attempting to memorize their...
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The Best Time to Make a Sales Call in 2017

Most salespeople are eager to know the best time to cold call their prospects. It’s an enticing idea: Rather than waiting for a compelling event, researching the buyer, and crafting a personalized message, the rep simply needs to know the...
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15 “Star Wars” Lessons for Becoming a Financial Planning Jedi

“Star Wars” is one of the most beloved film franchises of all time. And unless you’ve been living under a rock, you know the eighth installment in the series, “Rogue One,” arrived a few weeks ago. Excitement is reaching a fever pitch,...
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The Importance of Finishing Strong

A marathon race might be your business, practice, job, job search, family life, social life, sense of adventure, professional development, fitness goals, quality of life or personal relationships. As it relates to business or work, you’re in the final lap...
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The BRIEF Method for Writing Sales Emails

As if sales wasn’t hard enough, here are three sobering statistics: The average person’s attention span is 8.25 seconds. People receive an average of 88 business-related emails a day. 43% of people delete or stop reading long emails within the first 30 seconds of opening it....
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The No-Fail Lead Generation System

Most advisors struggle to find enough leads/prospects because they don’t have or follow a complete step-by-step lead system. They tend to try a little of this, then a little of that and if it doesn’t give them the immediate results...
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