Do you have too little time each day even though you’re not hitting your income goals?
Do you, like many advisors, think that increasing your business, gaining clients, is centered on marketing and sales.  It’s not.
What saps your time is your business structure. The products you handle, the prospects you serve, how you deliver services–is usually [...]

How to Have More Time Each Day:  How to Find, Screen and Hire Assistants and Virtual Assistants
Sure, it’s nice to have an assistant to do all of the administrative and clerical work.  In fact, it’s essential as in most parts of the country, you can hire such a person for $30,000 to $50,000 annually and [...]

With 100 million Americans logging on daily, the Internet is a super powerful method of financial services marketing.  In fact, even when consumers are searching for you directly, research shows that more people use thew Internet than yellow pages.  So if the Internet is not part of your financial services marketing mix, you lose business [...]

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Please read my earlier post about the importance of using an insurance newsletter to convert prospects to clients.
If you just send a newsletter with some interesting information but the article does not call the reader to action  (e.g., “send back the coupon for more information”), your insurance newsletter will be a waste [...]

The life expectancy tables provide by IRS and other sources are dangerous to use.   These tables show, for example, that a 65 year old has 17 years to live.  While this is true, it’s the average life expectancy meaning that 50% die prior to age 82 and 50% die after age 82.  Therefore, using this [...]

There are billions of dollars “locked up” that you will never see.  These dollars are in real estate and stocks that your prospects and clients may even WANT TO SELL but they don’t.  They don’t sell because they will need to pay capital gains tax. So these billions of dollars are locked away from any financial [...]

If you are any type of financial sales professional, you must offer bank CDs to your prospects.  I know you can’t make any money offering and selling CDs but that misses the point.  In this economy, consumers , especially older consumers, want safety.  If you want to grow your business, OFFER PEOPLE WHAT THEY WANT. It’s [...]

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Approximately 8,000 people A DAY retire and that number will be above 10,000 people a day in just a few years.  If you want to offer what these retirees want, you need to become knowledgeable about fixed income investments.  Most importantly, you need to understand that the junk that financial institutions [...]

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Download your free ebook and get 50 pages of wisdom and tactics to boost your financial advisor income to a 7 digit level.  This is a structured path to large income in financial services by following a simple strategy of how to organize your financial services business and present yourself.  [...]

Want to sell more annuities–social security tax reduction calculator is the tool.  Free download.
Download this free calculator.  Show the results to your prospect how a deferred anniuty can save enough social security tax that it could add another 2% of effective yield to the annuity.
Social Security Calculator
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