Reaching...

  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 ...

  I wrote The High Diving Board after a series of near-death experiences—moments that forced me to look hard at my life and ask, “Why ...

  In their classic marketing book The 22 Immutable Laws of Marketing, Al Ries and Jack Trout declared:  “Be first. If you can’t be first, create ...