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...
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...
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...
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...
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...
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...
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...
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...
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...
“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...
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...
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...
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,...
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...
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,...
