You’ve broken through the 6-figure annual earnings barrier, but everything you’re doing isn’t getting you to the mid-six figures or beyond.   And if you’re fully committed to make that happen, you’ve tried buying lists, paying for expensive dinner seminars, learning the process of another successful advisor to try to make it your own, increasing your

“A 15-minute call could save you 15% or more…” When you do a Google search for “gecko”, GEICO used to appear first—even before the the definition of the word or description of the animal. The gecko has become a major part of the company’s branding. In any financial or insurance practice, branding is a primary

In March of 2022, I visited my grandchildren in northwestern Canada.  One of our day adventures was climbing to the top of the ski mountain, Big White. In the winter, with several feet of snow on it, Big White’s surface is a series of smooth, rolling ski trails of different levels of difficulty. But in

“I made some money. Yippee!” “I didn’t make money. OMG.” “I made some money. Yippee!” “I didn’t make money. OMG.” Are you exhausted yet? A good day…a bad day…a good week…a bad week…etc. Advisors everywhere, including advisors who have already passed the $100,000 gross mark, are living in a world like this. And their peers

Peter has been an independent life insurance agent since 2010. In our Zoom consultation, he asked me for help with his focus and his guilt feelings. “I’m making a living,” he told me, “But I know I could be making more and be more mentally satisfied.” When I asked Peter what he meant, here’s some of what he told

Things were going great for Raymond, an advisor in rural Oregon.  He had developed great relationships with his best clients, he was well respected in his community, and the biggest farmer in the community asked him to research something for him—opening a serious possibility that the man might be interested in switching advisors. Despite (or