Leading Advisor Financial Advisor Coaching

This Is An Outstanding Example Of A Life Insurance Parable

This Is An Outstanding Example Of A Life Insurance Parable

An outstanding example of a life insurance parable by Robert Clark. They say that wisdom enters through the wound, and the core of the passion to serve is based on life experience both positive and negative and the best advisors seem to have the deepest scars.

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Survey Questions & Answers In Advance Of Speaking – GAMA LAMP Conference March 11-14, 2018 Nashville, TN

Survey Questions & Answers In Advance Of Speaking – GAMA LAMP Conference March 11-14, 2018 Nashville, TN

To gain a deeper understanding of the GAMA LAMP Conference audience, the following survey was sent out to select GAMA LAMP Members. I’ve taken the liberty to narrow down the answers for delivery of the following speaking presentation.

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You’ve Got To Jump Off Cliffs All The Time And Build Your Wings On The Way Down

You’ve Got To Jump Off Cliffs All The Time And Build Your Wings On The Way Down

Laura and I just returned from an 11-day retreat in Todos Santos, Baja California Sur, Mexico. Todos Santos (which means All Saints) is 75 minutes North and far away from Cabo San Lucas. Todos Santos is an oasis with charm and vibe that has attracted Laura and I back for our 5th adventure.

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Are You A Passionate, Compassionate & Self-Compassionate Leader? – GAMA LAMP Conference March 11-14, 2018, Nashville, TN

Are You A Passionate, Compassionate & Self-Compassionate Leader? – GAMA LAMP Conference March 11-14, 2018, Nashville, TN

We all know the passionate leader: they make their points and beliefs known; they are willing to fight for a cause, or for something they truly believe in; and they often show a single-mindedness in achieving their goals, or the goals of their company. Many is the successful company that is headed up by a bright, fiery leader who inspires us so much, that we are equally inspired to follow him or her.

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Where Do Financial Services Professionals Go To Find Their Value?

Where Do Financial Services Professionals Go To Find Their Value?

This communication is very similar to one we sent to one of our prospect clients to help them find their value in the absence of them understanding their value. This connects with our Complimentary Business Building Blueprint Process.

Dear Jane Doe,

Thank you for the opportunity to provide you with our Complimentary Business Building Blueprint Process.

To confirm, our Debriefing Call is scheduled for day/month/time.

An Overview Of Our Debriefing Call is noted below.

Jane, you are successful, and you already know HOW & WHAT to do in most or all areas of business.

Your answers to Laura’s questions included the following key comments. During our conversation, I will focus on these to help you to understand the WHY behind these key points that are getting in the way of your success; 


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