I recently read The One Thing by Gary W. Keller and Jay Papasan. Here is how I’ve approached buffer days in the past and what I learned and what I’m going to implement from The One Thing.
What is your job as an advisor? Your job is to be able to help them to grow their assets, protect their assets, and
leave a lifelong legacy.
Success is not an event; it is a habit!, a TED Type Talk for a NAIFA State Presentation shared by Dave Beaty.
I want to give you a scientific approach to your values. These are the strongest Values Scores that I’ve observed of the strongest advisors in the business over the last 20 years.
Changes are happening in The Financial Services Profession. Here is a script that you can use to make a fee based transition for some clients.
What’s your greatest asset? It’s your consciousness.You’ve got to understand that not having a business plan is sucking up your valuable consciousness.
NAIFA Vermont invited me to speak at their NAIFA Vermont Annual State Spring Sales Conference where I’ll be delivering The Inspirational Tipping Point on the main stage along with the following 8 Steps To Increase Referrals. Please find the following 8 Steps To Increase Referrals CE Accreditation Submission.
I want to talk with you about introducing Life Insurance. Taking care of what matters vs. taking care of instant gratification things that are not taking care of what matters.