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...

Financial Planning Professional Unlearned Lessons

A decade or two ago, those who sold financial products and services realized that consumers did not want to be sold stuff. Around the...

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...

How to Be a Sales Magnet to Wealthy Seniors

People 60 and over control the majority of the assets in America, but these wealthy people won’t respond to the tactics used by most...

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...

The Holy Grail of Financial Marketing

Professionals in financial sales often make the sales part harder than it need be.  I have seen the following occurrence many times.  You may...

Marketing to Seniors for Retirement Financial Planners

Seniors have the bulk of money in this country and as explained in “the Millionaire Next Door”...

Insurance Prospecting is Not for Insurance Professionals

This article on prospecting applies to any type of financial sale. Your first boss told you that insurance prospecting is the life blood of your...

Top Producers Don't Focus on Results

Everyone inherits the conversations (aka beliefs) of his own culture.  Many of these conversations are so much taken for granted, we don’t stop to...

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...