Simple ways to build confidence
There are two dominant feelings that usually affect our ability to reach our goals: fear and shame. How do we beat thoughts that bring fear and shame? Many times, it...
Tag Archives: Global Conference
Don’t lose clients to tech
Some experts suggest that advisors are going to be out of a job, as people are now buying everything online, including life insurance. It’s true that we buy more things...
A metaphor for HNW clients who don’t think they need insurance
If a client or prospect doesn’t understand why they need additional medical insurance policies, I use the following metaphor. I have a bad habit of not bringing an umbrella when I...
How H.I.G.H. and why grow your business
As I look back on my journey of embarking on my second career as a financial advisor, it was daunting. I started from nothing, and I had a family who...
The case for making friends across borders
You work hard. As an MDRT member and a financial services professional, you strive to do the best job possible for your clients. You reward yourself by attending the
