During this time of near isolation, think about what one thing you can do that will actually create value. It may be as simple as a commitment to call your connections and offer time to share ideas, insights, resources, and connections. Discover your one thing and focus on it. Focus your mind and expand your…

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Have you ever pondered on the prophets of profit? Today, let’s explore ‘three prophets’ who, conceivably, could help your profitability factor. Let’s consider these three: Pareto and his 80/20 Principle Parkinson and his Parkinson’s Law William of Occam and his Occam’s Razor Pareto gave us his 80/20 principle which states that 80% of the effects…

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This week has been fraught with challenges. We have bitter cold temperatures and lots of snow to deal with, but it is winter, after all! An additional challenge came in the form of a massive plumbing problem. The main sewer line, from our house to the street, was so restricted by invading roots that it…

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The new year, which is already under way, allows us an opportunity to reassess our approach to business, make plans for improving performance and production, and to set goals. Goals (maybe you prefer to call them objectives) have a way of becoming self-fulfilling, but only if there is a definite plan to achieve them. Here…

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The key to growth and success, the life-blood of your business, is adding new clients. An accurate and carefully crafted profile is the first step in a two-part marketing plan. As we stated last week,”What are you looking for?” Your ideal Client Profile, which we introduced in last week’s post, answers that question and sets the…

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You want to grow your business, right? You are really good at what you do but know that you could be more successful and earn more money. . . . if only. If only what? What are you looking for? Assuming you are like most financial professionals, you don’t seem to get in front of…

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NOTE: Due to an unforeseen problem, our site was in maintenance mode and off-line, at the publication time. We apologize for this delay. Next week’s post will be published on Monday, as usual. Thank you for your patience. Your personal “independence day” occurred when you decided to strike out on your own. You may have…

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We live in a rapidly changing and increasingly uncertain world, wouldn’t you agree?  During these challenging and turbulent times, many people are worried that their plans, goals, and dreams, may not be realized.  For many, the American Dream of financial independence and freedom is at risk and may be lost. Money is the key to…

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Last week, we discussed a possibility of obtaining free press for you and your business.  We suggested that you contact the editors of your local community newspapers and offer a feature story of how you help your clients in these economically turbulent and challenging times.  The idea is to showcase what you do and how…

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The number one reason for lack of success as a life insurance professional is having too few interviews with qualified prospects.  In a recent survey of life insurance agents, 69% said that prospecting was their greatest challenge.  They are dissatisfied with their current performance and production.  Traditional prospecting and marketing methods such as cold calling,…

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