FINANCIAL ADVISOR BLOG
What Do Members Of An Association Need & Want?
What do association members need and want? I’ve been investing time over the past few weeks refining the 2017 membership workshop version that I first presented for NAIFA Ohio in early 2016 which was followed by membership workshops in mid-2016 for NAIFA New Mexico and NAIFA Iowa. Some of the content is in the new NAIFA Membership Sales System.
The Best Thought Leading Insight To The Sales / Enrollment Process To Come Along This Decade
Doubt comes from fear, which is why it’s so difficult to earn enrollment. People don’t want to commit to working their way out of doubt, because doubt is a perverse variation of perceived safety, a paralysis in the face of the unknown. Earn enrollment first, a commitment to find a path, then bring on the process and the facts.
Is This The Right Time To Pivot From Investments To Life Insurance When Markets Are High?
I asked the audience if they believe that they should be providing their clients with a complete service that includes a plan that grows assets, protects assets, saves taxes and leaves a legacy. The answer from the audience was yes.
When One Person In The Business Family Changes, They All Change
When it comes to business family changes, here’s what I hear when I ask; What are the 3 biggest improvements that need to be made in the business?
Does This Tony Robbins Time / Money Magazine Article Get Your Attention?
This Tony Robbins Money Magazine article is an example of attention getting strategies that I offer in my One Page Business Planning Speaking Presentation.
Brand New Webinar From Simon Reilly…
Simply enter your info below for free, instant access to my new webinar that will reveal how to Eliminate Stress, Create More Time, Increase Productivity, and Position Your Advisor Business for a Smooth Succession Using The 5 Advisor Superpowers.