FINANCIAL ADVISOR BLOG
New Year Associate Review, Renew, and Redo
January is a great time of year for an Associate Review, Renew, and Redo by way of a Review Meeting. NOTE: The below steps are
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
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.