Do you know what prospects love to talk about most during the first appointment process? If you guessed that they love to talk about themselves,

Building a client-base from scratch can be a life time endeavor. You hope that all clients stay with you throughout your entire career but the

Have you ever wondered why most sports teams use a score board during a game?  The answer is obvious; they want to know who won

After over a decade in production and 18 years to date coaching financial advisors and insurance agents I have found one thing to be absolutely

As a business coach, I am constantly looking for ways to assist my clients as they map out their goals. While doing some research on

Do you control your time during the day or do unforeseen events, interruptions and lack of structure control you? If it’s the latter, don’t worry

Do you have a prospecting pipeline? If so, is it more than just a list of people who might do business with you? Many advisors

Do you ever feel like you are on an emotional roller coaster ride? One minute you are emotionally up and the next minute emotionally down.

Have you ever struggled with building balance in your business? If so, don’t be alarmed because most advisors/agents have this challenge at some point in

Most advisors/agents eventually get to the point in their careers where they become very knowledgeable about the products and services they recommend. It’s just a

Most advisors/agents at some point in their careers get overwhelmed with running their business. As a result, many lose their sense of inner peace. The

Most advisors/agents know that they will be faced with inevitable challenges in their business. However, rarely do they have a formula for creating and applying