The Secret of the 6 Item TO-DO List
Time Allocation
Time “management” IS ESSENTIALLY TIME ALLOCATION—doing the activities that matter the most as opposed to the activities that matter little. The visual representation...
Three Strategies to Beat Your Competition
Recent research uncovered that seventy-five percent of all the financial professionals offer precisely the same services and products. If that's the situation, why really...
Self Promotion for Financial Advisors
Is There Anyone Else Out There?
Are you one of the many advisors who have grasped the 21st Century with gusto and setup your own...
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...
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...
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...
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...