Over the past two years, I have had the pleasure of working with a very successful team of financial advisors. As their success has increased

Have you ever noticed that one of the most amazing moments is when one of your prospects comes to the conclusion that they want to

Being a financial advisor is a lot like being an athlete. If you have ever played on a team you can probably relate to the

Most financial advisors wouldn’t dream of not preparing appropriately for a second appointment. However, finding out what a prospect needs to do to reach their

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