Intensive Coaching for Financial and Insurance Professionals | Build Confidence, Improve Communication, Lead

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Throw Away Your “To Do” List

Every week, I try to provide you with a message of value—either to keep you motivated, or to help you hone your skills to get more clients—or for whatever else you want in your life.  Today’s message has an almost Shakespearian relevance: “To Do” or “NOT to Do”…That is the Question! During my workshops, when…

If You Really Want It, Don’t Back Away

COME TO PRINCETON IN OCTOBER AND BECOME A REFERRAL MASTER If you’re a financial or insurance professional, join me on Saturday, October 19th for an all-day Mastering Client Referrals Workshop. Boost your year-end sales and start 2014 on a roll.  For details, take a look at http://sandyschussel.com/mcr-workshop Register by Friday to take advantage of the Early Registration Discount.  Or call me at (609)…

Success ISN’T Chance.

“I’ve just been lucky,” my client, Jerry, responded when we started talking about the success of his financial practice. Jerry started working with me when he felt he had hit a plateau.  He was afraid to lose what he had built by raising his management and planning rates, and he wasn’t sure what he wanted…

Chasing Whales? (Start with JUST ONE.)

Bill is a financial services representative in the Southwest U.S. who told me that one of the greatest challenges for him was his fear of reaching out to the already “successful” people in his community who he thought he could help. “I have a list of these people I never call,” he told me.  “The…

Go (or DRIVE) the Extra Mile

In early December, my younger daughter, an actress, had a brilliant idea for a New Year’s marketing campaign.  “What if I could send casting directors and producers a little moving image of myself somehow—like, they could open a box and there, my reel would appear, before their eyes?  Like Princess Leia in her holographic message,…

Field of Dreams

Whatever you think of Kevin Costner, he is the star of one of my favorite movies (which, thankfully, also features James Earl Jones and Ray Liotta).  In Field of Dreams, Costner’s character, Ray Kinsella, hears a whispered voice that tells him: “If you build it, they will come.”  Against the advice of all family members and friends, and…

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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