En•gage (en’gāj)   verb Occupy, attract, or involve someone’s interest or attention. Cause someone to become involved. Engagement is established between an authentic professional agent/advisor and a receptive qualified prospect. Everybody wants to be engaged, don’t they?!  After all, the key to success as a financial professional is having lots of interviews with prospective clients. The…

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Many of you, who know me personally, know that in my alternative life, I am a musician.  Music is always rolling around in my head.  My wife says, repeatedly, that I often speak another language – lyric-ese.  It spills through in everything I do, at times even my business.  Indulge me, as this is one…

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Some time ago, I read about the “Three Deadly D’s of Destruction”: Distraction Discouragement Doubt The idea is that we sometimes fall into a trap that takes us off track.  This slippery slope can take over and make it nearly impossible to regain our position at the top.  Let’s look at how this applies to…

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Insurance professionals, financial planners and advisors are usually focused on helping clients buy products or services designed to meet their specific needs.  Many of these professionals use fact-finders or collect data that helps to identify their client’s problems and formulate the solutions.  Yes, we want to help!  But first, we must explore the core concern…

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The current approach to achievement in business is so often focused on what and how. The question why is often overlooked. You may ask if it is really important to know why? I am convinced that it is immeasurably important. Wanting to know why is part of our essence. It becomes a part of what…

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