Bob Greulich started his work career at age 14 and chose insurance as a career before age 20 when he found out what his company’s insurance agent’s life was like. Early in his career, he was fascinated by retirement plans, and that led him to a lifetime career as a top retirement plan advisor. “Find

Jim Silbernagel built an abundant practice in a City of only 4000 people. Jim talks about his Real Wealth program and Real Wealth Marketing, why it’s important to specialize but also to align yourself with other specialists and other tips to help you get to the Top. You can find the YouTube recording of our

 “In 2013, three things happened that changed the course of my business,” says top producer, Tom Love. “My son introduced me to Simon Sinek’s 18-minute video…I hired a business coach… and I read the book, “The Challenger Sale.” “For me, that was the perfect Trifecta,” Tom continues, “My income has almost quadrupled since 2013.” In this interview, Tom

If you want more clients, get your clients to tell stories about their “magical” experience working with you. You don’t have to bring them 25% returns or save them from the devastation of a recession, but you do have to provide an experience that shows you care deeply about them and their situation. When your

In his best-selling book, The ONE Thing, Gary Keller asks: “What’s the ONE thing you can do, such that by doing it, everything else will be easier or unnecessary?” This question creates a great tool for advisors who find themselves doing too many things and easily distracted.      Every day I work with advisors

Before his death in 2015, the famous publicist, Forrest Wallace (“Wally”) Cato interviewed me for an article he was writing that included an interview with Tom Hopkins and quotes from the Zig Ziglar, who had passed away a few years earlier. The following are excerpts from Cato’s interview: Wally: What do clients expect from a

Happy 4th of July! This is the day that we in the United States celebrate the declaration of our independence from the rule of King George of Great Britain. And while we celebrate with flags and parades and fireworks today, tomorrow or next week we go back to our lives and find ourselves less than

“If you want to be successful, get more knowledge.” This was the advice from Top of the Table member Douglas Eze, at the conclusion of my interview with him a few weeks ago. Eze emigrated from Nigeria to Canada after finishing high school at age 18. At 23, he moved to the U.S. At 24,

Before anyone will call you about your services, they have to know that you’re there. My friend Connor used to tell a story about a tree limb that fell on his lawn. His wife, Judy, concerned that the neighborhood children could get hurt playing on it asked him to call someone to cut it up

You know you need to pick up the telephone and call people, or businesses, that might need your services, but the thought of doing it makes you feel too “uncomfortable” (read as “afraid”). You’re afraid–of being rejected and of appearing awkward and foolish. These are just two of the “Seven Paralyzing Fears” I discuss in