Reaching...

It happens to most advisors. You start out struggling to find anyone who’ll invest with you or buy insurance from you. Then, because you stick ...

  In one of the Facebook groups where I serve as a group expert, I keep seeing posts like this one:  “If your business isn’t ...

  I’ve lost count of how many times a financial advisor has looked at me with exhausted, shame-filled eyes and said some version of this: ...

  You’ve just spent 90 minutes with a couple who seemed genuinely interested in working with you. Then one of these things happened: You found ...

Anita’s hands were visibly shaking as she talked about preparing for her next client review meeting. A successful advisor in her mid-thirties, she wasn’t happy ...

  You didn’t build your financial or insurance business to drown in busy work. Remember the vision you had when you started? Meaningful conversations with ...

  You have seven seconds. That’s how long it takes for a prospect to form their “trust verdict” about you. Seven seconds to decide whether ...

  Picture this: a brand-new solo attorney sitting in a coffee shop at 9:15 AM because he’s already burned through his entire caseload for the ...

In the world of financial advising and life insurance sales, success doesn’t come from having a powerful pitch or a slick presentation. It comes from ...