23 years ago, when I stopped practicing law after a prolonged illness and started working in financial services at First Investors, I was excited to be learning the differences between how I had marketed my six-figure law practice, and how Financial Representatives were marketing themselves. My first discovery was that the reps in this company

“Nothing is working for me,” Brandon, a financial advisor in Arizona told me last year. Over the twelve years Brandon had been in business he had developed a database of 300 households and grown his gross income to about $300,000. A third of that came from management fees from $40 million in assets under management.

⁣⁣⁣In 1929, an 8-story, 11,000-ton building owned by the Indiana Bell Phone Company was scheduled for demolition so that the company could build a new headquarters on the same site with more grounds and an entrance on another street. But aside from needing a change of address and some upgrading, the building was sound, so

Every talent we can find in a leader has a dark side. My friend and colleague, Rich Litvin, recently wrote about this. What follows here is entirely in his words, but it reflects the work I do with clients on a daily basis: “Here are 9 strengths I see in highly successful people, along with

I spoke to an advisor last week who declared:   “I suck at lead generation and marketing…. But I’m really good at what I do and end up closing most of the people I sit down with.” Then he asked me, “How do I generate leads and get some new clients rolling in?” Here’s how

Van Mueller has qualified for Top of the Table in the MDRT for over 30 years. He didn’t start out a winner – in fact, he struggled for 16 years and was actually fired. But then he learned what he shares with us in this conversation, qualified for the MDRT in a year, made Court