The difference between something you want to do or force yourself to do
Ugh. The gym. It’s not especially fun, and, besides, there’s work that needs to get done at the office. I guess I’ll go twice a week, but it’s not hard...
Tag Archives: financial planning
What family businesses can teach about staffing
Hiring is challenging — you do your best to match the right person to the right role, but there is only so much you know about someone from their resume...
3 tips for working with clients that take financial advisors to the top
Chance plays little role in the steadfast success of financial advisors. It’s about being of value to clients. Following is the advice that, for these multiple Top...
Why you may want to give uncooperative referrals a second chance
The first time Danielle J. Genier, CFP, CLU, met with Madison, a recent college graduate and daughter of clients Genier had known for many years, it did not go well. Still...
Why it’s worth letting go a little, no matter how hard it may be
Obviously nothing would have kept Jeremy Colombik from being there for the births of his two children. But when the nine-year MDRT member from Raleigh, North Carolina, thinks about his work-life...
Embracing vulnerability when your biggest sale turns embarrassing
You’re on the verge of selling an enormous policy for the CFO of a massive, international company. You’ve established a relationship with the client. You’re excited for him to at...
4 questions clients and advisors should ask each other
James Anthony Savage believes in silence. During his first meeting with a client, he asks them to identify four questions they’d like to ask a financial advisor. He writes the numbers...
How to retire without retiring
After working in the financial services profession for 35 years, Beth Lachance Hesson, CLU, CFP, wants to make sure she is taking time to enjoy her life outside of the...
How to make sure people listen when you market on the radio
“Do you need help with your Roth IRA? Do you have questions on taxes or estate planning?” These were the kind of questions that Stefani Fiedler, CLU, CFP, was asking on...
Are you prioritizing big rocks or little rocks?
As goes January, so they say in the financial services profession, so goes the year. It’s a maxim Michael G. Herman, ChFC, LUTCF, believes in on an even more immediate...
3 tips for better storytelling with clients
Why do people do business with you? What makes you stand out? “One of the key skills, if you want to be successful, is to tell stories well,” said Ty...
How business owners react when you drop in unannounced
By Brian D. Cichy, BS, CLTC Sometimes they say, “You know what? You’re here; I know we need to talk. Rather than spending more time playing back and forth on scheduling,...
6 components to consider when hiring key staff
It’s no secret that staffing plays an enormous part in the performance of a practice. Hire the wrong person, and you will likely suffer a variety of frustrations and inefficiencies...
How to create a prosperous future
Wu and her daughter Janiece If you want to be successful, notice what’s happening around you. That’s the advice of Wu Shuk Ping Joyce, an MDRT member from Hong Kong, China,...
Nominate your clients for awards and reap your own benefits
You know when your clients’ businesses are thriving. Do you do everything you can do to help others know that? Daniel O’Connell, MBA, a 10-year MDRT member from Addison, Texas, works...
