Have you ever gone into an initial first appointment with high hopes of connecting with the prospect only to later realize that you did not

As we begin a new year, I’m sure it comes as no surprise that many financial advisors have mapped out the goals they would like

For almost two decades, I’ve been coaching financial advisors and insurance agents in a wide variety of facets of their business. One of the most

I’ve noticed a common challenge over the years that I have coached advisors that they typically are unaware of. It seems that rookies and veterans

We have all heard the saying, “Silence is Golden” but as advisors do we routinely utilize silence as part of our presentations? Now, you may

It never ceases to amaze me that after twenty plus years in the financial services industry, both as an advisor and as a coach, there

In a recent coaching session, I suggested that Sammy, a financial advisor client with over thirty years of experience, do a little homework before our

Have you ever been in an appointment and realized the mood has shifted, from good to not so good?  Things seemed to be going along

During a complimentary group coaching session with sixty financial advisors, I made a special announcement that for a limited time we would offer a very

Recently, during one of my group coaching sessions we were discussing the topic of turning strangers into clients with what I refer to as The

Has the recent stock market volatility got you feeling like you are on an emotional roller coaster ride? One day headlines read, “After historic 1,000

Have you ever wondered why some advisors seem to be busy all the time but haven’t actually filled their pipeline or secured business closings? Maybe