It’s no secret that advisors/agents want to have a client-base made up of loyal clients. However, most advisors/agents don’t take the time to fully understand

Do you believe that achieving a record production year in your business happens by chance or design? If you said design, you are right! However,

Have you ever wondered why you are not consistently having record setting years? Often times while coaching financial advisors and insurance agents I have notice

Successful team athletes know that they face two opponents in every game; the other team and an inner opponent, the little voice in their head.

We have all heard the saying, “Curiosity killed the cat”, that it is better to mind your own business.   However as advisors/agents do we truly

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