3 tips to overcoming obstacles
We all know life throws obstacles at us. We either choose to absorb ourselves in them and become unproductive, or we can figure out ways to overcome them. In our...
Tag Archives: financial planning
Approaching technology with excitement opens up opportunities
What would happen if you decided to focus on the positives in the media instead of the negatives? Angus Hervey did just that. He made a decision to no longer...
4 ways to live with intention
Do you want to squeeze the most you can out of your life? Then live your life with intention, says leadership expert and author John Maxwell. Nothing worthwhile is easy, fast...
The 5 steps of the buyer journey
Advisors know the importance of recognizing every client as an individual. If you perceive everyone as the same, your service becomes formulaic and clients start to wonder if someone out...
Want to make it easier to travel, lock your doors and remember to do small tasks?
Find out how with this roundup of the latest in technology for busy advisors: Travel buddy Keep all your travel plans in one place with the help of TripIt, an app that...
How to protect your client’s future
By Subhas V. Nathan Subhas V. Nathan Nobody wakes up in the morning and thinks, “I want to buy some insurance today.” Insurance is not a desirable product to buy. It means...
Questions to ask before hiring a junior advisor
You need additional staff and think it’s time to bring a junior advisor into your practice. But you’re not sure what responsibilities they should have, what type of training works...
Anti-money laundering regulations’ financial impact on advisors
In a perfect world, you could take every client at their word. Every transaction involved in your practice, without any attention to detail, would be guaranteed to be spotless. It...
Understanding that grieving clients have complicated feelings toward money they receive
It is important to recognize that your clients may struggle to reconcile their feelings regarding the money they will receive after a death claim. Some, said David Kessler, a globally...
Sell more life insurance with these revealing questions
Families are being left unprotected financially because they’re underinsured. For example, almost nine out of 10 Americans agree that most people need life insurance, yet only 60 percent say they...
What can happen without a succession plan
By Allan T. Mendels, CLU, ChFC At 63 years of age Jerry was, in his own words, “living the dream.” He worked six months to qualify for MDRT, then spent the...
Why you should use the word “die” when talking with grieving clients
Stuart J. Birkel, CSA, has served 442 death claims in the last 25 years. One of the biggest insights Birkel learned took years to acquire (thanks to a seminar on...
When not asking impacts a referral, a friendship and a future
It is hard to ask for more than a great client who is a strong believer in both you and the benefits provided by the work you do. However, Shannon Thompson,...
Sending “face cards” to confirm meetings, not just follow up
When Tony Goebel, LUTCF, entered the financial services profession, he was excited every time he convinced someone to sit down with him. Then many would cancel their appointments the day before the...
What kind of listener are you?
In theory, everyone wants to be an open communicator, engaging with another person rather than just waiting to talk. And with that headline above, you’re likely thinking about the way you...
