5 Things ‘Wonder Woman’ Teaches Us About Work

28 Jul

Sure, Wonder Woman is fictional and a superhero, but there’s a lot we can learn from her about life and work. At the beginning and end of the “Wonder Woman” film we see her working in an office. Arguably, she’s even working in the middle of the movie – doing the biggest job ever of saving the world.

While we cannot be superheroes like her, there are things we can learn from her approach to challenges that could come in handy in our professional worlds. More >>

Finding the Right Life Insurance Plan for Your Client

26 Jul

People seek out life insurance options for a wide variety of reasons. These include income replacement, providing for college, leaving a legacy, or ensuring children are taken care of in the event of some unexpected tragedy.

Before I can recommend the right policy, I need to understand what brought the client to me in the first place. More >>

11 Ways to Maximize Every Part of Your Day

21 Jul

Sometimes it feels like there aren’t enough hours in the day to get everything today. However, you might be happy to know, there are some simple things you can do to maximize your time and productivity. For starters, have a set routine — that could be a specific time to get coffee in the morning, a brief workout or a process for catching up on emails. More >>

22 Ways to Make Customers Feel Valued

19 Jul

Most advisors do a fairly good job “pleasing” customers—getting orders right and delivering them on time, but that bar isn’t nearly high enough. Many advisors try to obey the “Golden Rule”: Do unto others as you’d have them do unto you. But that rule isn’t specific enough. More >>

5 Things Millennials Need to Know About Life Insurance

17 Jul

Being catapulted into the adult world is a shock to the system, regardless of how prepared you think you are. And these days, it’s more complicated than ever, with internet access and mobile devices being must-have utilities and navigating tax forms when they aren’t as “EZ” as they used to be. More >>

7 Tips for Success from 500 Top Financial Professionals

12 Jul

Imagine if you had a chance to sit in a room with 500 top financial professionals. Imagine learning from them over the course of a two- to three-day period.

What would you ask them? What would you hope to learn about being a successful financial professional? More >