5 Reasons Why Your Appointment Process Stinks

The following blog post was originally published in ProducersWeb:

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Harsh article title right? Are you freaking out yet (thinking that something major you do in your process might be on the list)?

If that is you, then rest assured we are going to help you better understand some of these common mistakes that advisors make when meeting with prospects and clients. We will also show you a brief preview Read more

13 Ways to Act Like a Business Owner in the Coming Year

The following blog post was originally published in ProducersWeb:

coffee and a sticky note with the text new years goals

As I reflect back on last year, I can recall a number of conversations where good producers were stuck in a rut and had lost sight of why they got into this business. When it comes down to it, I believe it all revolves around how we think about and approach our business on a day-to-day basis.

Friends, are you stuck in a rut? Have you found yourself sitting in your office and twiddling your thumbs, wondering Read more