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...

Selling Financial Products–Why You Lose Most Sales

If honest with yourself, you’ll admit that you have lost more investment or insurance sales over your career than you have closed.  While at...

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...

Insurance Agents Ought to be Registered Investment Advisers

The securities professional is no more informed than you at handling investments. You may believe that the financial planner knows so much more about...

Avoid the 5 Biggest Mistakes When Acquiring Doctor Clients

Vicki Rackner MD August 2013 Would you like to acquire more physician clients? There are two kinds of financial advisors in the medical market: the high-performers...

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...

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...

The Best Way to Market Financial Services -- for YOU!

Why One Marketing Approach Works for Other Financial Advisors And Not for You The most common question rookies and veterans ask each other is: How...

If You Educate Your Clients, You’ll Never Earn More Than a...

I know advisors who feel it’s their job to educate clients and educate their prospects.  I always know that these are poor advisors. I...

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...