While some advisors are telling me that they have time on their hands that they did not have before March of this year, many are

We’re all faced with the terror brought on by the coronavirus and the inability to meet with clients and prospects in person, coupled with the

If you missed any part of Friday’s webinar or just want to see it again, here’s the replay.  You don’t have to figure out how to survive

After a recent webinar, Ben, an advisor who has been in the business for more than 20 years, asked me, “What do you do when

“It’s the disaster everyone has been predicting for years,” Bob, an advisor in Ann Arbor, Michigan, told me during our online coaching session.  “My income

I recently worked with Ron, an advisor in Cleveland. Ron is one of the most knowledgeable advisors I know. He has every designation you can

A while ago, I dropped into a well-known department store to buy a blue shirt. There was a good selection in my size and they

The death of Kobe Bryant at 41 in that helicopter crash was a tragedy. He was someone to be admired in so many ways and

One of the biggest misconceptions about an advisor’s success is the idea that his or her services, planning and advice are what clients want most.

Thank you for being part of my online “family.” Use this Holiday time to rest and enjoy YOUR family, so that you’re refreshed for the

“How do I get referred “up”? is a question I’m often asked . The answer is almost always a question from me, “What’s ‘up’”? The

Our family has a tradition at Thanksgiving dinner, answering the question around the table about what we’re each grateful for. For most of the adults,

Getting to the Top of the Table from Ville Platte, Louisiana, ranked the poorest town in his state, 7-time Top of the Table veteran, Todd

A SIEGFRIED AND ROY BUSINESS OR A BLUE MAN GROUP BUSINESS? Siegfried and Roy were extraordinarily talented animal trainers and performers. Their wild animal act at

London advisor, Bhupinder Anand, has been a Top of the Table member for 19 years. He is a top advisor in the UK, a world-renowned

Last week marked the passing, at age 97, of Mehdi Fakharzadeh. Mehdi was one of the most successful insurance sales agents in history.  In his 90s,

Jerry owns an agency in the Midwest serving clients in three large closely-situated suburban towns.  Jerry loves the money his business generates when it’s working,

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

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