Financial Services, Speaker and Coach

Should I Hire A Sales Coach?

Those who sell always look for an edge. Salespeople realize we are meant to get better at what we do. In addition, if we truly wish to serve others, it only makes sense to grow our business, as long as we don’t sacrifice our families, our health, or our principles. Would it make sense for […]

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Top Wholesaler Mistakes #6 – Drive-By Wholesaling

Wholesalers face aggressive activity objectives. Today’s standard is 25 in-person contacts per week. When covering larger geographies this proves challenging. As a result of insufficient scheduling, some wholesalers stop at an advisor’s office after calling to say, “Hey, I’m just down the street…” or – even worse – totally unannounced. “Do you have a few […]

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Making Deposits In Your Success Bank

Today’s kids just aren’t motivated. We have spoiled and coddled them. They don’t have drive, and can’t deal with competition. Yeah, right. Yesterday Missy Franklin put an exclamation point on her first world swimming championships in Shanghai.  She won five medals in all — two golds and a silver in relays as well as a […]

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