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Sales and Marketing >>

Paul Wilson
Top five regrets of the dying (and why advisors should care)
Article posted by Paul Wilson
Bronnie Ware is an Australian nurse who spent years working in palliative care and caring for patients in the final weeks of their lives. She recorded their most commons regrets.

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Prospecting >>

Joe Simonds
7 deadly financial advisor marketing sins exposed, Pt. 2
Article posted by Joe Simonds
In this series, I'm addressing the seven deadly financial advisor marketing sins that continue to cost advisors like you tons of money. In this article, I'll cover sins two through four.

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Practice Management >>

John L. Olsen, CLU, ChFC, AEP
Does your firm have a threat assessment committee?
Article posted by John Olsen
When weaknesses are identified and appropriate strengthening measures are applied, those measures will not merely reduce a firm's vulnerability to attack; they will also reinforce the firm's primary mission, which is (or should be) “to produce an increasing volume of suitable product sales and thus help our clients to achieve their financial objectives”.

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Technology >>

Vanessa De La Rosa
Q&A with five of the most successful advisors in the industry
Article posted by Vanessa De La Rosa
Here’s a recap of what the five Advisor of the Year finalists had to say about education, holistic planning, inflation, annuities, work-life balance, the biggest challenges to the industry and how they’ve become so successful in their practices.

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Social Media >>

Michael Goldberg
How to deliver a Hall of Fame speech
Article posted by Michael Goldberg
You don’t need to be a professional speaker to deliver a great speech. You just need to be genuine, organized, self-effacing, humble, relatable and meaningful.

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