Leading Advisor Financial Advisor Coaching

Is He Or She Really Crazy?

Is He Or She Really Crazy?

What happens when you believe your spouse is crazy? Does this create less or more crazy? Instead of believing or telling in presumed moments of crazy, listen to understand using this communications model.

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Best Travel Practices

Best Travel Practices

Clients and friends ask; “How do you handle the travel?” Best travel practices like affirmations, cardio, conscious breathing, healthy eating, meditation, prayer, sleep, yoga – and no over thinking.

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What Do Members Of An Association Need & Want?

What Do Members Of An Association Need & Want?

What do association members need and want? I’ve been investing time over the past few weeks refining the 2017 membership workshop version that I first presented for NAIFA Ohio in early 2016 which was followed by membership workshops in mid-2016 for NAIFA New Mexico and NAIFA Iowa. Some of the content is in the new NAIFA Membership Sales System.

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The Best Thought Leading Insight To The Sales / Enrollment Process To Come Along This Decade

The Best Thought Leading Insight To The Sales / Enrollment Process To Come Along This Decade

Doubt comes from fear, which is why it’s so difficult to earn enrollment. People don’t want to commit to working their way out of doubt, because doubt is a perverse variation of perceived safety, a paralysis in the face of the unknown. Earn enrollment first, a commitment to find a path, then bring on the process and the facts.

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Is This The Right Time To Pivot From Investments To Life Insurance When Markets Are High?

Is This The Right Time To Pivot From Investments To Life Insurance When Markets Are High?

I asked the audience if they believe that they should be providing their clients with a complete service that includes a plan that grows assets, protects assets, saves taxes and leaves a legacy. The answer from the audience was yes.

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When One Person In The Business Family Changes, They All Change

When One Person In The Business Family Changes, They All Change

When it comes to business family changes, here’s what I hear when I ask; What are the 3 biggest improvements that need to be made in the business?

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Does This Tony Robbins Time / Money Magazine Article Get Your Attention?

Does This Tony Robbins Time / Money Magazine Article Get Your Attention?

This Tony Robbins Money Magazine article is an example of attention getting strategies that I offer in my One Page Business Planning Speaking Presentation.

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