Reaching...
Do You Know Your Most Important Numbers?
After over 20 years working with financial and insurance professionals, I have learned that most of them don’t see themselves as business owners, so they …
Do You Have An ‘Inner Game’ Challenge?
A batter steps to the plate, takes a few practice swings, and then takes his place for the first pitch. He knows where and how …
Knowledge is NOT Power
Two advisors start their careers with comparable financial and social advantages and connections, and identical training and education. One becomes highly successful. The other doesn’t. …
Don’t Wait Until You Feel Confident
[Adapted from an article written by my colleague, Rich Litvin. Most of the language is his] Meryl Streep has received a record 21 Academy Award …
Don’t Put Your Client’s Friendships at Risk
A few years ago, Eric, one of my friends, asked me to refer him to an advisor who could help him increase his life insurance. …
Here’s Why Your Fees Don’t Matter
Years ago, in my attorney days, I was sitting with a client, looking at her auto insurance policy in connection with a fender bender. In …
Want to Know How Simple it is to Create a Million Dollar Business?
A long time ago…it seems like in a previous life…I was a practicing attorney with a growing practice. I grew my business to six figures …
The 6 Ps of Creating a Million-Dollar Business
My colleague, marketing expert Robert Middleton, recently shared his “6 Ps of Getting Out There and Making It Happen”. All of these are important for …
What’s Your Why?
30 years ago, when my daughter Stefanie was nine and her sister Madeline was six, I was dying. I remember waking after my second surgery, …