By Theodore S. Rusinoff, CFP Sometimes a prospect’s lack of trust can delay the implementation or even identification of a plan. Often, the prospect broadcasts that lack of trust by acting...
By Clay Gillespie, CFP, CIM In my practice, I deal with clients who are retired or close to being retired. For marketing purposes, my No. 1 prospect is someone five years...
When facing regulation, it can be easy to focus on what seem to be difficult changes and a wide variety of moving parts. In fact, adapting to a regulatory environment can...
When you think about a setting with a great atmosphere, people who have invested in the experience and delegation to ensure all tasks get done, you may not think about...
Have you heard that 2017 is almost over? We can’t believe it either. Part of what makes the end of the year great is looking back on highlights from the past...
At one point or another, we think there are elements about the future that we can predict. And we have all been wrong about those predictions. In his 2016 Annual Meeting...
How do you identify a person’s personality type during a job interview? How do you understand how well they will fit with the team? Chances are, you won’t know without some...
“There are never enough hours in the day.” “Time is of the essence.” “Time is money.” There are so many clichés about having limited time and the importance of maximizing our...
Obviously, a person can’t entirely detach from the world. But when Cameron Bryant, a seven-year MDRT member from Christchurch, New Zealand, travels, he comes very close to it. On trips,...
Does your doctor make house calls? What about your attorney or CPA? This is part of what motivated Jeff Gurman, CFP, an 11-year MDRT member from Manhattan Beach, California, to stop...
It’s no secret that perspective counts for a lot. Virtually everything is defined by the way you perceive it. That is why, said financial services veteran James W. Ruta, BA, RHU,...
Obviously, climbing Mount Everest is no small feat. But just as important as getting to the top is safely arriving back down at the bottom. Matthew Blocki, ChFC, CFP, a four-year...
It wouldn’t take much to spend one morning working out, meditating, reviewing goals, reflecting on gratitude and drinking a vegetable smoothie. Matthew Blocki, ChFC, CFP, a four-year MDRT member from Pittsburgh,...
By Nathan Jamail There is an old (but true) saying: “The best candidate doesn’t always get the job.” If you have ever made a bad hiring decision, don’t worry — you are...
You’ve probably read numerous articles exhorting you to put a process in place to maintain compliance. The problem is, there are far fewer pieces about how you create a process....
