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

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What’s the Difference?

What distinguishes a successful person from a person who is not so successful?  This week, I talk about how “intensely focused action” can make all the difference. If you want to take action, but need some support, I offer fee-waived calls. Book a call with me today!

Focus on the SERVICE, NOT the STANDINGS.

Two years ago, Karen became a “Top Ten” representative out of the several hundred agents at her financial services firm.  She received a certificate, a $15,000 bonus, and a great deal of attention from her peers. Last year, she barely made it into the Top Thirty… In January, Karen called me for help.  “I didn’t…

DITCH THE EMAIL APPROACH

“I am an insurance agent who has now ventured into financial planning,” Gary, a subscriber, told me the other day.  “My biggest challenge,” he continued, “is marketing my services.  I have tried emailing my insurance clients, but have received no responses.” “What can I do differently?” he asked. I’d like to share some of my…

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