FINANCIAL ADVISOR BLOG
How We Are Using Niche Marketing To Fill Our Marketing Funnel At NAILBA 34
It has been a busy 6 months for Laura and I Exhibiting and Speaking at the MDRT in New Orleans in June and NAIFA National
November 16, 2015
2016 NAIFA Congressional Conference: Your Opportunity to Make a Difference in DC
The 2016 NAIFA Congressional Conference is the largest annual life insurance industry day on the hill. Hundreds of your colleagues will gather in Washington to
November 13, 2015

Financial Advisor Blog

Rock-Star Employees Need Rocks In Order To Roll – From Simon’s Desk
I shared with a client why you need Rock-star employees and Rock employees. I think the concerns about your new assistant not being fast enough
November 9, 2015

Financial Advisor Blog

Understanding Your Biggest Challenge – Time Management
What’s one of your biggest challenges going on right now? Time management. What is the unmet need that it’s connected to? Safety and Security
November 2, 2015

Financial Advisor Blog

I’ve Been TEDx’ed
It’s Friday October 16, 2015 and I’m in Seattle International Airport en route to Victoria on my way back from speaking at the FPA (Financial
October 26, 2015