September 02, 2010 The more work I do with insurance reps, advisors, agents, brokers, and planners, the more amazed I am – and not in a good way. ...
August 20, 2010 You don’t need to attend a networking event to network. Network, as in “to network,” is a verb – an action word. You can network and create action almost anywhere....
August 16, 2010 From time to time, an insurance advisor will say to me, “You know, I’ve been referring a lot of business to this CPA – but he never refers me back. I’m going to stop referring him business.”
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July 23, 2010 Feeling nervous about presenting at that next meeting, trade show, client appreciation event, or conference? Have no fear: You are not alone. ...
July 08, 2010 If a contact you make presents themselves as a prospect (“Yes, I’m in the market for life insurance”), well, then, you’ll know it. And you’ll know how to follow up. Am I right?...
June 24, 2010 You can’t go it alone as an advisor. Unfortunately, in trying to meet the right people, we don’t always succeed – which is to say that we sometimes meet the wrong people. ...
June 04, 2010 Salespeople are funny – real funny. ...
May 17, 2010 After a long day of working with a St. Louis firm, a number of advisors who I’ve gotten to know take me to a sports bar for burgers and beer. Burgers, beer, friends, baseball on television – not the worst way in the world to end the day....
May 05, 2010 The Congressional Budget Office recently came out with estimates about the number of people who will be affected by the penalties caused by the insurance mandates. According to the CBO, about 4 million people will be charged fines in 2016....
May 05, 2010 A while back, we received a letter from a concerned reader about an increasingly prevalent piece of long term care insurance advice: that not all clients need a Cadillac plan....
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