Embrace Your Inner Hero

27 Dec

Unfortunately, the world has become more cynical in recent years. People are jaded about their jobs, their government, and their futures (or lack thereof). So it’s no surprise they’re also turned off by the financial services industry.

But consider: In what other industry do professionals give clients peace of mind when someone dies prematurely? More >>

5 Key Ideas for New Insurance Agents

30 Aug

Success in any venture begins with the proper mindset. As a new insurance agent, there are five key “truths” about the insurance industry and your role in it that will help ensure you have the correct mindset and the best chance at success. More >>

10 Sales Business Card Dos and Don’ts Every Rep Should Know

5 Apr

We may be living in a digital world, but business cards are still a valuable tool for salespeople. Handing your card to a potential prospect or referral is easier and quicker than exchanging phone numbers or attempting to memorize their name so you can look them up later. It also leaves people with a concrete memory of your interaction. More >>

The Best Time to Make a Sales Call in 2017

15 Mar

Most salespeople are eager to know the best time to cold call their prospects. It’s an enticing idea: Rather than waiting for a compelling event, researching the buyer, and crafting a personalized message, the rep simply needs to know the best day for cold calling, as well as the best time of day. More >>

15 “Star Wars” Lessons for Becoming a Financial Planning Jedi

4 Jan

“Star Wars” is one of the most beloved film franchises of all time. And unless you’ve been living under a rock, you know the eighth installment in the series, “Rogue One,” arrived a few weeks ago. Excitement is reaching a fever pitch, and advisors aren’t immune. Here are 15 lessons from “Star Wars” to help you become a financial planning Jedi. More >>

The Importance of Finishing Strong

16 Nov


A marathon race might be your business, practice, job, job search, family life, social life, sense of adventure, professional development, fitness goals, quality of life or personal relationships.

As it relates to business or work, you’re in the final lap — the last quarter of the year.

What areas of your business or practice could you be making adjustments to cross the finish line in full stride? More >>

The BRIEF Method for Writing Sales Emails

9 Nov

110916emailsAs if sales wasn’t hard enough, here are three sobering statistics:

  • The average person’s attention span is 8.25 seconds.
  • People receive an average of 88 business-related emails a day.
  • 43% of people delete or stop reading long emails within the first 30 seconds of opening it.

Clearly, it’s getting harder and harder to reach prospects. But email as a sales tool isn’t going anywhere, so how do you cut through the clutter? More >>