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The 5 Pillars of Advisor Success

My colleague, business coach Tom Kavanaugh, talks about the 4 Pillars of a Successful Business. I’ve adapted his general message to apply it to insurance ...
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You Already Have Perfect Systems

Years ago, I was complaining to my business coach that I was forever in debt. “That’s because you have the perfect system in place to ...
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HOW TO DEAL WITH IMPOSTER SYNDROME

Do these thoughts run through your mind? Even a little bit of the time? “I’m not good enough.” “They’re going to find me out.” “I ...
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Do You Want Lots More Unsolicited Referrals?

Most advisors have had the occasional experience of receiving an unsolicited referral from a client or another professional. And any advisor would want to make ...
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Forget Referrals…Get Great Introductions

“You’ll never get a bill from me. All I ask is that you refer me to other people like yourselves. Here’s our referral sheet. Would ...
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STOP ASKING FOR REFERRALS…EARN INTRODUCTIONS INSTEAD

In my 23 years working with financial and insurance professionals, I’ve seen advisors ask without hesitation for $300,000+ commitments from clients, for large single premium ...
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Are You Treating Being An Advisor As A Sport?

Imagine stepping into a boxing ring or an MMA cage to face an opponent without months of vigorous training, studying your opponent’s moves, and having ...
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Would You Like to Earn More -and- Have More Free Time?

Most advisors who have passed $10K/month in production are struggling to find the free time that this industry promises them. There’s too much paperwork, because ...
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When Are You The One To Call?

FedEx used to be “The one to call when it absolutely, positively has to be there overnight.” That was their brand. For a while, when you did ...
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16 Disciplines

I suppose it would have been more fun if I called them 16 “hot tubs” for advisors, or less intimidating if I called them “practices,” but after 17 years of working with and observing how the most successful advisors, it's clear that there are branches of knowledge involved. 

 

Practice these simple 16 disciplines daily and watch how quickly and easily your practice grows.

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