You’re Already in the Room. OWN ALL OF IT.
Why Employee Benefits Advisors Are Leaving Revenue—and Relationships—on the Table As an Employee Benefits Advisor (EBA), you’ve already done the hard part. You’ve earned a seat at the table.You’ve built trust with business owners.You’re the go-to for health, dental, and employee benefit renewals. But if that’s where the conversation ends, here’s the truth:You’re doing half […]
Never Make a Move Without Commitment
By Eric Warner, Co-Host of the Sandler Sales Workshop Series In the world of financial advice, relationships are everything. But relationships without structure? They waste time and stall progress. That’s why one of the most powerful principles in the Sandler Selling System is Rule #28: Never make a move without a commitment. It’s a core […]
Retirement 1.0 is Obsolete — Time for an Upgrade
Imagine trying to run today’s business on a 2015 operating system — slow, clunky, and completely out of sync with reality. You wouldn’t accept that kind of lag in your technology. So why let your clients run their retirement plans on outdated annuities? Retirement strategies, like software, need updates. And right now, most clients are […]
The Million Dollar Easter Egg Hiding in Your Clients’ Buy- Sell Agreements
The Supreme Court Just Turned a Technical Detail Into a Tax Time Bomb—Here’s What You Must Do Now In the world of business succession planning, there’s now a legal Easter egg you absolutely cannot afford to miss. We’re not talking about a pleasant surprise. This one comes wrapped in a Supreme Court ruling—and it blew […]
Retirement Income Planning Just Got a Black Ops Upgrade
Four Threats. One Answer. Let’s be honest: most retirement strategies out there look the same. Layer on some stocks, sprinkle in a bond ladder, add a little Social Security guesswork, and hope your client doesn’t live past 85 or get sick. That’s the plan? Meanwhile, your clients are quietly panicking about four things: Living too […]
RETIREMENT INCOME, REINVENTED: The Bold Strategy for Smarter Advisors
Is retirement income planning broken? Traditional methods may leave money on the table and clients exposed. But what if you could flip the script—turning retirement assets into a powerful, optimized income engine? That’s exactly what Retirement Asset Optimization (RAO) does, and it’s reshaping how financial advisors grow their business. On March 20, Mike Hoeflich and […]
THE BUY/SELL BLIND SPOT: Why Most Advisors are Failing their Business Owner Clients
Most business owners are walking a financial tightrope—without a safety net. You see it. You know it. Yet, too many advisors and insurance agents hesitate to have the tough conversation about succession planning. Maybe because it’s uncomfortable. Maybe because it feels complicated. But here’s the truth: If you aren’t talking to your business owner clients […]
If You’re Tellin’, You’re Not Sellin’: How to Close More Financial Sales Without Pushing Products
Why Your Clients Tune Out—And What to Do Instead If you’re spending most of your client meetings talking, rattling off features, explaining policies, and proving how much you know… I hate to break it to you, but you’re losing sales. Your clients don’t care about your encyclopedic knowledge of products. They care about their problems, […]
50% LESS COST, 100% MORE IMPACT: A New Era of Retirement Planning
Let’s face it—the retirement planning world has changed. The old rules? They no longer apply. Clients are living longer, spending more, and facing unpredictable markets. Things were different when pensions and social security covered the bulk of retirement expenses. But now things are different: market volatility can become a real problem with people trying to […]
Sequence Of Returns Risk
TURNING RISK INTO OPPORTUNITY Markets are unpredictable (shocking… right?). They soar one year and tumble the next. For retirees drawing, or about to draw, income from their portfolios, this unpredictability isn’t just inconvenient; it’s dangerous. It’s called Sequence of Returns Risk, and it can shatter retirement dreams if not addressed properly. But what if you, […]