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Jane Rusoff
Tony Robbins slams critics, says he’s not a financial advisor
Article posted by Jane Wollman Rusoff
The supercoach and author of a new investing book answers those who have taken ‘pot shots’ at him and his strategies.
Warren Hersch
The 2015 interest rate outlook: 7 questions answered
Article posted by Warren Hersch
LifeHealthPro Senior Editor Warren S. Hersch recently interviewed Terence Martin, director of life annuity research at Conning & Co. about the impact of the current rate environment on life insurers and the outlook for both in 2015. The following are excerpts.
Rodney Ballance
Why Dave Ramsey secretly loves indexed life insurance
Article posted by Rodney Ballance
Please protect yourself and your clients by being very careful with indexed life products. People like Dave Ramsey and Suze Orman will take even the smallest challenge with these policies, and use them to discredit every one of us, and the industry we love.
Daniel Steenerson
Three gifts advisors can share this holiday season
Article posted by Daniel Steenerson, CLU, ChFC, RHU
The holidays don’t always bring out the best in our insurance sales results. Many agents are often tempted to relax amidst all the joy. After all, no one wants to buy (or sell) insurance during the holidays, right? Today, I’d like to challenge that assumption. In fact, the holiday season may be one of the best times to offer paycheck protection.
Paul Wilson
A brave new world
Article posted by Paul Wilson
The rise of the robo-advisor and other forms of technology within the financial services industry seems more inevitable each day.
Dan McGrath
5 reasons you need an annuity that the Motley Fool will never tell you
Article posted by Dan McGrath
Here are the five very simple reasons why, if you plan on retiring and living in retirement for longer than five years, you may want to rethink this “Foolish” advice.
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William Meyer
Why seminar success doesn’t equal client satisfaction
Article posted by William Meyer
Social Security is a fantastic client acquisition tool, but if that’s all you’re using it for, you’ll quickly go astray. Here’s why.
Curtis Hawks
5 best practices for community engagement
Article posted by Curtis Hawks MBA
The more you see these as opportunities, rather than duties of running a modern business, the more value you will get out of them.
Antoine Orr
How not to argue with Dave Ramsey
Article posted by Antoine (Tony) Orr, Financial Consultant
In a Dave Ramsey radio show uploaded to YouTube in January 2014, Dave Ramsey speaks with a 30-year insurance broker who says that he would like to address some of Dave’s insurance philosophies.
Steven McCarty
Obscenity rules: Time to rescue office civility?
Article posted by Steven McCarty
Not only is obscene speech increasingly common in professional sports, it’s also becoming common in the workplace. But financial advisors should take a stand against it. By committing themselves to respectful discourse, they will become a magnet for prospects and colleagues who admire professionalism not only in knowledge, but also in conduct.
​Gold rush reality TV and marketing your practice
Article posted by Jonathan Musgrave
After watching the Discovery Channel’s "Gold Rush Alaska" religiously now for four seasons, I can’t help but see the perfect parallel between the painstaking process these miners go through to get their hands on a few pounds of precious gold and the work we do to gain new clients for our practices.
Allison Bell
2015 health insurance outlook: 7 predictions
Article posted by Allison Bell
Last year, the PPACA hammer was about to fall. Today, it's still falling. We take a look at past predictions and the forecast for 2015.
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