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, […]
The Value of a Compliance Self-Assessment for Insurance Advisors
You might be asking yourself, “why should I spend time on compliance for my practice”? Well, we know that compliance tends to get a bad rap because it is often associated with laws, regulations, enforcement actions, and penalties for those who do not follow the rules. It also takes valuable time, effort, and resources from […]