Last week I had lunch with some insurance agent friends.
As was bound to happen we discussed in some detail the services they provide for their clients. I was interested to note that all of them have a well-rounded business in terms of product mix. None of them rely on any one product or service – they are all generalists and doing very well.
Read MoreI was recently speaking with a friend who was expressing some frustration with his employer. They had sent him to a meeting where he was restricted in what he could market. He had numerous potential clients come up to him to ask about products he was prevented from selling to members of this organization. His frustration was evident – he had to turn away clients who wanted to buy what he sold.
Read MoreOur business is one of relationships and connection. Successful advisors do lots of things well to help their customers achieve their goals. Helping people starts with people being to find you. How easy are you to find?
Read MoreAs I write this post I have not done any work this year. That is not so unusual because we had a four day weekend. What is unusual though is 1% of the year is already gone. It seems like the Rose Parade just finished, we don’t have a College Football Champion yet and I am already fretting they year is slipping away.
Read MoreThe books are just about to be closed on another year of business. For many of us we now turn to setting goals for next year. A large part of that goal setting process revolves around the number of new clients we hope to bring in or the new products we are going to introduce to our clients.
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