My Practice

Sales and Marketing >>

Ike Devji
Life insurance: a vital debt management and asset protection tool for young doctors
Article posted by Ike Devji
I continually talk to both young and older doctors who have an irrational resistance to life insurance typically because of a fear of being taken advantage of in the purchase transaction and/or because of the perceived high costs to buy coverage.

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Prospecting >>

Matt Eilers
Are you making these 3 seminar mistakes?
Article posted by Matthew Eilers
We all know, there are dos and don’ts in this business, and when it comes to seminars, there are some rules that shouldn’t be broken … unless you're OK with flushing your marketing dollars down the toilet.

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Practice Management >>

Paul McCord
Are you just a piece of trash to your clients?
Article posted by Paul McCord
Traditional thinking says that any time you get your name in front a client, you are "communicating." However, is the client's three-second trip to the trash can to ditch your expensive postcard or letter the best the use of your money?

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Social Media >>

Paul Wilson
How to market to women — and why it's more important than ever
Article posted by Paul Wilson
Thirteen years ago, Rebecca True was working in New York City as a technology executive for Bank of America Securities. On September 11, 2001, many of her clients were killed in the attacks on the World Trade Center. Because she was one of the few women in the company, she was thrust into a role of talking to the widows and helping them begin to rebuild and take care of their families. During the next eight months, she realized she had something to bring that was “far more important than building websites.” Here are a few key stats and takeaways she shared with attendees of the 2014 Advisor Network Summit in Las Vegas.

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Technology >>

Michael Goldberg
It's time to meet Jeter!
Article posted by Michael Goldberg
You may not be able to meet LeBron or Derek tomorrow, but you can take the next step in connecting with an All Star in your industry that might just make all the difference. Next batter: you!

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