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.
As we go forward in our business and personal life, we all get the opportunity to expand our comfort zone. I recently had the opportunity…
I was honored to have the opportunity to facilitate the NAIFA Ohio Leadership Conference on February 24th, 2016. My presentation included a NAIFA New Member…
[vsw id=”qh3WcG46_Zs” source=”youtube” width=”597″ height=”336″ autoplay=”no”] Unmet Needs are a blessing and a curse. Many of you can still remember back when the United States…
Accomplished is more than a word that is resonating with me at the moment, 7 weeks into 2016, after wrapping up the week of February 15th in advance of travelling…