Uncategorized

The Final Chapter

It’s hard to believe, but this is it! After an entire year, we have arrived at the final installment of 52 Sparks. It is my genuine hope that this weekly series has been beneficial to your practice and that you’ve found several of these tips to be practical in helping you grow throughout the year.…

Read More

10 Things Every Practice Needs

So much to do, so little time… As we enter the 2nd to last week of the year, we wanted to give you 10 quick things that every producer needs in their practice. Check them out here. 1. CLICK HERE to review the checklist of ways you can differentiate yourself from your competition. 2. Note…

Read More

Know Your Control Panel

In this business, we’re bombarded with numbers, and we’re told by every business coach out there, “You have to KNOW your numbers.” Today, I’d like to suggest that when it comes to assessing your real business expenditures and real growth, knowing ALL your numbers is not what matters – knowing which numbers are really important…

Read More

ONE Common Trait of Successful People

Today I want to share with you ONE common trait found in every successful sales person. In fact, a few years ago I saw first-hand how important this trait is.   I had an advisor who came off of his worst year in his career, around 4 million in annuities.   The next year, his business exploded…

Read More

Protecting Your Practice

All things considered, what would you say is the single greatest, most potentially DEVASTATING risk to your business? In most cases, it doesn’t have anything to do with the common risks such as one of your prospecting funnels failing, a competitor down the street, or increased regulation.  Many times the biggest potential risk, which would…

Read More

Incorporating Charity Into Your Practice

This week’s video is about how to incorporate charitable giving into your business. So many people are involved in philanthropy outside of their business, but why wouldn’t you couple your business skills with your philanthropic efforts together in order to make a bigger impact?  When done correctly, it can be the key to capturing your…

Read More

Associate Advisor Best Practices

In this week’s second installment on the topic of bringing on associate advisors, I’m going to share some best practices in making an associate advisor work for you. Check it out here. 1. If you currently have an associate advisor or are looking to bring one on, map out an appropriate training schedule for the…

Read More

Welcome to 52 Sparks!

Our team has put in countless hours in order to prepare this campaign. The goal of this email, and the ones to follow are quite simple… We want to bring tremendous value to you on a CONSISTENT basis throughout the next 12 months. And here’s how we are going to do it… please watch this video…

Read More

Associate Advisor: A Blessing Or A Curse?

Today, I want to share something with you that every advisor dreams of…and if done correctly, at the right time, it can be one of the greatest business decisions you’ve ever made.  However, for many it ends up enormously detrimental to their practice. Find out what it is here. 1. This week, take 30-45 minutes…

Read More