Tips On Making It Big With Little Promotion
You can make HUGE money with below average marketing. Marketing that only works “okay” … bringing you only a couple of prospects a month. Marketing that costs very little. Marketing that most...
View ArticleWhen Is the Best Time to Reach Prospects & When Should You Follow Up?
It’s 2016. Successful agencies turn to data when trying to maximize sales and marketing efforts. Agents today juggle tasks from sales, to marketing, to administrative follow ups. Knowing when to dial...
View ArticleHow to be an Icon in Our Industry
There’s only one reason – there is only one reason to be in the life insurance business – to be an icon. Unless you want to be one of the very best in the business… unless you aspire to greatness,...
View Article3 Strategies for a Great 2017 and Beyond
Before we get to the 3 Strategies, let’s start with a simple formula you can use for any aspect of your business. Nothing magic here; simple and effective: Vision > Strategies > Tactics....
View ArticleHow to Achieve MDRT Qualification Year after Year
If you are interested to join the ranks of top financial and life insurance professionals in the Million Dollar Round Table (MDRT), a strategic approach is absolutely essential. MDRT qualification...
View ArticleHow to Successfully Make it in Today’s Financial Environment
It has become increasingly difficult to market financial services in today’s environment. There are several reasons for this: S.W.A.C makes it nearly impossible to market Saturation – The average...
View ArticleBusiness Networking: Connecting with your Audience
I recently attended a public speaking contest that’s held annually at the university where I teach a public speaking class. The contest was made up of over 40 students that are currently enrolled in...
View ArticleSeven Ways to Be Awesome at Business Networking
Do you want to be awesome at networking? Here are seven ways to generate more prospects, more referrals, more business, more job interviews (if you’re in between careers!), or more of just about...
View ArticleHow to Get into the Holiday Spirit
Not feeling it this year yet? Regardless of what’s going on, I’ve got a sure way to help you get into the holiday spirit. I call it: “Get into Gratitude.” This is a sure way to get into the holiday...
View ArticleEngaging Tips to Stay Connected With Clients
Small adjustments to advisors’ current client communication strategies can offer a way to develop and deepen personal connections with each individual. Advisors who hope to “show their clients they...
View Article7 Tips to Harness the Power of Your Mastermind Group
If there is one book responsible for creating more millionaires than any other, my guess it would have to be Think and Grow Rich by Napoleon Hill. One of the many concepts Hill covers is the power of...
View ArticleNetwork Like a Student of the Game
Outside of my day job, I’m an adjunct professor at Rutgers University where I teach a public speaking class. It’s my Monday night of fun before I’m off for the work week to have, well, more fun. As...
View ArticleMore Referrals with Staff Help
I am often asked about the role staff can play in generating referrals. Here are a few things for you to consider – and then implement (not just consider). Referability Referral generation begins with...
View ArticleMDRT Article – Creating a Self-Sustaining Practice
Producers who own their practice have the unique opportunity to increase its value and accelerate growth in order to form a sustainable business model and a legacy practice. Advisors in this position...
View ArticleNetworking Checklist – After the Event
I always say, “After all is said and done– much more is said than done”. Take the action step after the event to follow up with your new connections and the people you have reconnected with. After the...
View ArticleMDRT Announces 2019 Executive Leadership Team
PARK RIDGE, Ill. – (Sept. 4, 2018) —MDRT, the Premier Association of Financial Professionals, announces the appointments of Ross Vanderwolf, CFP, to President and Randy L. Scritchfield, CFP, LUTCF, to...
View Article3 Customer Service Secrets
How would you rate your cell phone company’s customer service? To get the answers to these questions, we conducted a survey and here are some of the words consumers used most often: Dread Frustrated...
View ArticleHow Online Ethics Reviews Can Leverage Your Business Growth
More often than not, good will prevail in business. If advisors operate their practices honestly and ethically, their business will grow and enjoy years of success. Unethically-operated practices do...
View ArticleGift Yourself the Power Phone Scripts
What is the one thing you all wish for this season? More money, right? If you’re in sales, then the way to make more money is to close more sales. It’s that simple, isn’t it? And if you’d like to make...
View Article7 Tips to Harness the Power of Your Mastermind Group
If there is one book responsible for creating more millionaires than any other, my guess it would have to be Think and Grow Rich by Napoleon Hill. One of the many concepts Hill covers is the power of...
View Article