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...
Read more »

10 Reasons to Have a Business Card

I can’t tell you how many events I’ve attended where financial advisors don’t come prepared with their business card. Don’t they know that business cards breed business? I had this debate with a room full of financial advisors last week....
Read more »

15 Ways to Build Lasting Bonds with Clients

My job was to get prospects into my funnel and close them. After that, I had no idea what to do because nobody taught me what to do. In my outside sales career I just closed and moved on. I...
Read more »

One Advisor Lost 51 Clients, Then Delivered 30 Checks After 9/11

This is the story of how one advisor turned an American tragedy into renewed conviction about the urgency of life insurance. More...
Read more »

How to Connect with the 5 Most Common Prospect Personality Types

You’ll never sell to the same prospect twice. But it’s very likely you’ll sell to the same types of prospects — after all, there’s a finite number of ways to approach the buying process. That’s good news for reps, since it...
Read more »

The 42 Best Pieces of Sales Advice from 500-Plus Selling Experts

Every salesperson has received at least one piece of advice that’s stuck with them: That nugget of wisdom that’s consistently helped them be more productive, help more prospects, or win more deals. If you’re curious to learn other reps’ all-time...
Read more »

Luck Is Where Opportunity Meets Preparation

In our industry, we might not be staring down an opponent in a wrestling singlet, but every sale becomes progressively more challenging as our goals get bigger and bigger. It’s one thing to sell to an individual consumer, but convincing...
Read more »

18 Ways to Lose a Sale

The woman calling launches into her sales spiel: “Our product is a perfect fit for your needs. When can we set up a time to get together so I can show you what we can do?” It’s the perfect pitch...
Read more »

5 Useful YouTube Channels for Agents

YouTube is useful for a lot more than watching cute cat videos. In this digital age, videos are a great tool for insurance agents to educate employees and connect with customers. More...
Read more »

4 Ways To Turn Your Seminar Into a Rock Star Event

Instead of looking at your seminars through the eyes of a presenter, view your seminars from the perspective of the potential attendee. Ask yourself: If I were to attend this seminar, what would I enjoy? What would get me interested, engaged and excited? More...
Read more »