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


Gold Medals? Or Alligators?

In the Great Swamp Race, two runners led the pack. Fred was running this grueling race through twisted vines, muck and mire in the alligator-infested swamp, motivated by his desire to win the gold medal by crossing the finish line first. Ted, on the other hand, might have started out with the same intention, but…

If you want more clients… Do it on purpose

“Before we discuss whether we’re all in sales,” I asked at a recent workshop, “someone tell me what selling is?” “Getting people to buy what you’re offering,” one attendee answered. “Manipulating them into doing what you want them to do,” volunteered another. “Twisting their words around so they feel like they’re foolish if they don’t use your services,” proclaimed another.…

Even Engineers Sell

Even Engineers Sell “I’m an engineer, Sandy, not a salesman,” my client Ted pleaded, “Why do you insist on talking about sales?” “Ted,” I asked, “there are a lot of engineers who do what you do out there. Why do clients choose you?” “Wait, that’s not fair,” Ted exclaimed. “You answered my question with a…

Burning Desire Epilogue

“Burning Desire Epilogue” Last week I wrote about Anita, whose loving parents and brother did all they could to discourage her in her burning desire to open her own business. I told you how by encouraging Anita not to let anyone dampen that burning desire, I helped her launch a successful telemarketing business, and how…

Woman at desk rubbing eyes

Do What You Do Best

Joan, a “captive” advisor,  told me she was unhappy because she wasn’t selling enough to earn a decent living.  In addition, her branch manager didn’t give her enough support, and she didn’t think her insurance products were competitive.  She was applying to other companies, but she was worried she would find the same problems in a…

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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