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...

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...

Insurance Prospecting Gone Wrong

Insurance Prospecting Gone Wrong It continually shocks us that so many people (insurance agents, stockbrokers, financial planners) are recruited into financial services with no sense...

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...

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...

PPC is good For Agents and Advisors

Adword Basics Google's arrangement for advertising your enterprise on its site and its affiliate sites is called Adwords. It's a PPC or "pay-per-click" method of...

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...

Financial Professionals Don't Need More Financial Knowledge

Knowledge You Don't Need Reading the Wall Street Journal, Investors Daily and whatever you think you need to do to stay current provides no revenue. ...

Two Steps to Eliminate Rejection From Your Sales Process

Do you feel rejected when people don’t want what you are offering?  Actually, when people do not want what you offer, they usually say...

Financial Advisor Clients – Don’t Educate Them

Financial Advisor Clients – Don’t Educate Them A lot of foolish financial advisors have taken some advice to educate their clients.  But that’s a waste...