Dear Mr. Keffer, Pension Benefit Guarantee Corporation (PBGC), an agency of the U.S. Government, is… This letter came in the mail recently. So warm. So friendly. So focused on… READ MORE
Blog
here’s how Google (and YouTube) are killing your sales…
Most advisors are unknowingly KILLING their value with prospects. Making themselves look cheap and worth little. “How?” you may ask. “Exactly,” I answer. Let me explain. If you’ve been to READ MORE
the astoundingly weird and almost effortless way to upgrade your prospects…
When our daughter, Anni, graduated from college a number of years ago, we helped her buy a car. We loved Toyota’s, so we found a used white RAV4, their mini-SUV. She still has it. As soon as she READ MORE
your worst investment… don’t be shocked
What’s YOUR best investment? You may be tempted to answer that as a financial advisor. DON’T. Investing in what you recommend to your clients may be your worst investment. You need to answer READ MORE
the 2 magic words that move prospects to action…
I love speaking to advisors. Every time I speak, I bust some pretty serious myths. Most advisors believe that prospects can be moved to take action with F.I.N.D.: facts, information, numbers and READ MORE
only 3 things to have more affluent clients…
Sometimes life is simpler than you think. What if there were only 3 things you need to have more affluent clients? Before the three, though, may I ask you a personal question: do you really want to READ MORE