Don’t be a quitter; make a difference
The financial services and insurance environments are becoming more and more heavily regulated. It can be frustrating, but it’s also an opportunity. There are many advisors today who are frustrated to...
Tag Archives: high-performing offices
Why prospective clients don’t care about what you offer
You’re missing connecting with prospective — and even existing — clients if your marketing messages are only about how you do something better, faster or cheaper. Instead, communicate like some of...
How to succeed as a small business owner
“The mere thought of a salary, I don’t understand it,” said Eszylfie Taylor. “I’m like, what do you mean you want to get paid on the first and the fifteenth”...
Creating a business of value
By William J. Heestand, CLU, AIF Who wants to turn around one day after working 30 years to find the business you poured your blood, sweat and tears into isn’t worth...
How fee-based planning revived my practice
Gregory Gagne, ChFC By Gregory B. Gagne, ChFC Making the change to a fee-based model has been a life-changing experience for me, my staff and my clients. When we first started our fee-based...
Making a partnership work
“One plus one equals three” is how business partners Mark S. Gaunya, GBA, and Jennifer A. Borislow, CLU, often describe their successful 12 years of working together, during which time...
Why financial advisors should keep an open heart
Stephen Kagawa, FSS, LUTCF, the CEO of The Pacific Bridge Companies, on the importance of truly hearing clients. The phrase I always share, especially with financial advisors who are...
