Browse My Most Recent Articles

April 9, 2013
Have your paperwork prepared in advance of your meetings

March 15, 2013
The number one question your clients should be asking about IULs

March 1, 2013
How we brought on 100 clients in just 18 months

February 22, 2013
Getting people from your seminar into your office, Pt. 2

January 31, 2013
Getting seminar attendees into your office, Pt. 1

January 9, 2013
Indexed universal life: Answers to the top questions clients and prospects ask

December 20, 2012
The tax control triangle

December 5, 2012
Why tax-free income is vital for your clients

February 10, 2012
Practice management tips: Start playing football, Pt. 3

January 20, 2012
Practice management tips: Start playing football, Pt. 2

December 23, 2011
Practice management tips: Start playing football, Pt. 1

August 5, 2011
Five common mistakes advisors make with their client appreciation and educational events and how to avoid them

November 5, 2010
Practice management tip for financial advisers: Refine your sales process

August 9, 2010
How to build your business in a down market, Pt. 1

July 20, 2010
Why you need a coach

July 12, 2010
Why boomers need variable annuities

July 8, 2010
Why this attorney likes VAs

May 24, 2010
The 30-second no-cost sales secret

May 13, 2010
Ten things you need to know about thank you notes

March 24, 2010
Six ways to help fearful clients

March 17, 2010
2009 arbitrations are up -- way up

February 22, 2010
When is client service great enough to ask for referrals?

November 13, 2009
How to meet 900 good prospects a year and have fun doing it

October 15, 2009
Be a cheerleader

September 14, 2009
Three more problems with your first client meeting

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