This message was inspired by several of my clients voicing their concerns that their financial planning/insurance clients are emailing them about being worried about some or all of the items of the Breaking NEWS List at the bottom of this blog. The point of this email template is to create a quick reply letting your
You are familiar with the first-morning wake-up call. You know – When you are in lucid sleep, you wake up for the first time. The first wake-up call is when you become awake, and the thought addiction starts. Thought addiction is rooted in your fear-based, unmet needs-seeking amygdala. Your fear-based, unmet needs-based amygdala has you
Ever since 2020, have you and your clients been experiencing Everything Everywhere All At Once due to too much of the following Breaking NEWS List? You may wonder why I am sharing a Breaking NEWS List. There’s an old expression; “kill the monsters while they are little.” Yes, I’m listing all the negatives and providing
Are you ready for the new business world in 2023? Is it worth taking the time to understand the difference between change and transition? Are you on a waiting list for success? Would it be worth investing 60 – 90 minutes of your time in regaining your energy, focus, and activity by learning 3 appointment setting strategies
Understanding whether you are an Extrovert, Introvert, Ambivert or Omnivert will help you to get through Behavioral and Economic Highs And Lows. Behavioral research goes back to 400 B.C. where Empodocles stated that behaviors have four elements or roots; Fire, Air, Earth and Water. The elements of Fire and Air are said to be Extroverted.
Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? Has the new world economic disorder compounded how you feel about being inaccessible, irrelevant, or invisible in 2023? Watch this brief video on how to become accessible, relevant, and visible in 2023: ( Video Transcription ) I want to talk to you about this
Did Covid make you feel inaccessible, irrelevant, and invisible in 2020-2022? Has the new world economic disorder compounded how you may be feeling about being inaccessible, irrelevant, or invisible in 2023? If there was a way to become accessible, relevant, and visible in 2023, would you do it? Being accessible, relevant, and visible is all
Over the past two to three years, there is no doubt you’ve been through a tremendous amount of change. The pandemic transformed the way we lived and worked. From career security to The Great Resignation, many of us were provided with plenty of opportunities for reflection. You went from working live to virtual, saw family
Now is the best time to be a financial services professional, whether as a financial advisor or financial planner, whether your focus is on money or insurance. Your clients and prospects require your help more than ever as the financial world is in transition, driven by the following factors; Covid Stimulus Packages Supply Chain Political
Just because you did financially well does not mean you’re obligated to share your wealth. But still, many grandparents see the financial strain of rising housing costs, soaring tuition fees, and perplexing cost-of-living expenses. And that brings the need to help out with their grandchild’s college tuition. Grandparents who made wise financial decisions are in
