How to successfully interview prospective clients
You have to be able to say “NO” to a prospective client who has a $10 million portfolio, as I have.
What do you dislike most about your business?
None of us were intended to be great at all the roles and responsibilities in our business.
The best marketing ideas for now: Part 1
These new ideas will help you to really meet more people and be in a “favorable” situation to approach them about an appointment.
9 ways to mess up your insurance business
No matter their strengths, insurance businesses, like people, are always at risk.
Lessons for U.S. advisors from points far afield
In a world where commissions are increasingly being restricted, it’s more critical than ever that agents and advisors define their value proposition.
RIP sold, not bought
If we replace "sold, not bought" with "bought, not sought," we can cultivate demand and deliver better on the experience.
The value of advisors: it’s about asking the right questions
If you ask your prospects and clients the right questions, they will share their hopes, dreams and fears with you.
Of wisdom and ethics: Are you a "solutionary"?
Listen to the VP and Adjunct Professor at The American College, Tony Boquet talk about what is wisdom and how you can become a "solutionary."
Best practices for salespeople who work at home
Putting your feet up and staying in your pajamas are both ways to sabotage your productivity when telecommuting.
When teaching clients, repetition and questions are key
Questions help our prospects and clients recalibrate what they perceive to be conventional wisdom.