FINANCIAL ADVISOR BLOG
Speaking & Sponsoring at NIME (National Insurance Marketing Executives) May 3-5, 2015
Laura and I were wheels up on Saturday May 2, 2015 headed to the NIME ( National Insurance Marketing Executives ) Conference May 3-5, 2015 at the Omni
Are You A Consultant Or A Salesperson?
The consultant follows a values based system to approach a specific niche market on mass by first securing a data base. The consultant then conducts
Are You Coachable or Worthless?
I always send my clients a Coaching Call Follow E-mail and here is a recent excerpt from one of my E-mails. You started off our
The Inspirational Tipping Point Testimonials from NAIFA Mt Diablo Sales Congress, March 20, 2015
“I enjoyed hearing the core questions to ask and how they improve your finances and best fit your clients, and understanding the mindset of clients.”
Do You Run Your Business & Life With Your Heart Or Mind?
Sometimes it’s hard to know who’s doing the thinking. Is it our dysfunctional amygdala, ego, or limbic mind, functional mind or our being, heart or
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