How important is your website to prospects? Quite a bit. According to HubSpot, 65% of consumers state that the experience they encounter on a website is a “very important” factor in...
I love architecture and interior design. It’s one of my most-watched genres on Netflix. In fact, I often position myself as a financial architect because I help young families design...
I have always loved the beginning of the new production year because it means I’m not behind! With a clean slate, the firm’s top producers and I are both at...
“I know a lot of single mothers who feel people view them as a failure for putting careers and goals aside to take care of their children,” Luviminda Sacro, a...
Many people, thinking it’s easier than cold calling, begin their insurance career prospecting with the people closest to them. But does it work that way in reality? In the beginning of...
Compelling online content connects with prospects and clients 24 hours a day and works for me — even when I’m on vacation. Once you have engaging content, you need to...
The simple act of listening to your clients and asking them questions that encourages them to tell you more about their life stories can elevate you to truly a non-transactional...
“The person talking is the one having a good time.” That’s one of the lessons I learned from my father. Financial advisors often want to establish themselves as experts. They...
If you don’t think your storytelling ability matters to clients, then allow me to share this story with you. One bright and beautiful sunny day, a blind old man was sitting...
As financial advisors, we should help educate clients to make informed decisions. The internet is a powerful tool, but it must be interpreted. For example, you may be able to...
