As a financial advisor or life insurance agent, you’re driven to excel—whether it’s expanding your book of business, deepening client relationships, or achieving MDRT-level production.…
Life insurance professionals often face emotional and psychological challenges that can make connecting with clients difficult. The Shame of Selling can create barriers that prevent…
In today’s fast-paced world, professionals in all fields—coaches, consultants, financial advisors, life insurance agents, and marketers—can learn a great deal from effective campaign strategies. By…
Financial advisors fear life insurance more than their clients because of avoidance behaviors, cultural or family beliefs, fear of rejection, and self-worth issues, which they…
There are approximately 108,000 life insurance agents in Canada at last count, and last year, 589,000 life insurance policies were sold. That is just an…
What is the “Shame of Selling” and how does it affect your financial planning business? What are the signs you might be experiencing it, and…
Over the last three decades, I have worked with financial advisors on preventing succession plan bloodbaths in different succession scenarios. These include Outside Successors, Family…
I’m excited to share some key Financial Advisor Trends that I’ve been actively discussing and implementing with our clients and will write about in the…