The Two Types of Wealthy Senior Clients
Are you ready to meet people who can fund thirty thousand dollar life premiums, buy six- figure annuities and open half million dollar fee-based...
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...
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...
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...
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...
The Big Picture of Marketing Financial Services
Most insurance agents are poor. The Bureau of Labor statistics reports that average income for insurance agents is less than $40,000 annually. This is...
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...