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...

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...

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...

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...

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...

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...

Get Unstuck. Change Your Mindset. Get to the Next Plateau.

There is no a human who has not become stuck at some point in reaching their goals.  Those that move on and progress have...

Overlooked Way to Earn More

For years, I have assisted advisors to gain clients and earn more.  I recall an advisor who once called to tell me that using...

The Major Reason People Do Not Buy Insurance is Not Cost

It's easy to believe that people avoid make certain purchases because of their cost. But this is too simplistic as the consumer always weighs...

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...