The Call Your Client Is Going to Get Anyway
Money in Motion The information about a maturing annuity reaches your client either way. Here is a three-step method for finding, matching and moving the contracts coming due in your book. Step 1 Find it Every contract from 2023 or earlier, sorted by call date. Step 2 Match it Three questions that point to a […]
Run Your Plan, Don’t Just Write It: The Business Plan You’ll Actually Execute
Most financial professionals don’t have a motivation problem. They have a traction problem. Because writing a plan and running a plan are two completely different experiences. One feels productive. The other creates results. And if we’re being honest, too many plans never make it off the “starting blocks.” Not because you’re not capable. Because the year starts fast… and the plan disappears. If you’ve ever looked up in March and thought, “How […]