FINANCIAL ADVISOR BLOG


Empty Your Mind
[vsw id=”-u2StJAw0Ok” source=”youtube” width=”597″ height=”336″ autoplay=”no”] What I do is I use Microsoft Excel, and now I am using Dragon Dictation. There was a time


Have a Happy Holiday Season
As the Holiday Season is upon us, we find ourselves reflecting on the past year and on those who have helped us shape our business.


5 Step Client Commitment Process
[vsw id=”7-xqZwjongM” source=”youtube” width=”597″ height=”336″ autoplay=”no”] The next action step is to redefine your 5 Step Client Engagement Process. And the 5 Steps are:


Reflecting on the Future of the Insurance Industry
Reflection On Reclaim Retrain Recruit Retain From NAILBA 34 – December 1, 2015 These are my reflections on the future of the insurance industry, as


What Is Stopping You From Delegating?
[vsw id=”y1u49rV_amY” source=”youtube” width=”597″ height=”336″ autoplay=”no”] My purpose in this presentation is to help you to meet and exceed your goals. It’s also to