Bring up life insurance to your clients and they may get defensive or list off their concerns to getting their own life insurance policy. To help you understand these doubts, here’s how to approach the most common concerns and show clients the opportunities life insurance provides.
Why Being “Always On” may not Always be a Good Thing
Being always available and always collaborating or communicating can hinder productivity and decision-making. Even though your back office staff and financial professionals may appreciate your quick response and availability to talk after normal work hours, it may be more beneficial to wait. Here’s why...
4 Ways to Think About Student Loan Debt
Student debt is more than a millennial problem, and it’s causing people of all ages to stop saving for retirement. To help prospects and clients with substantial student loans, here's a blueprint you can follow.
6 Ways to Become a Thought Leader
Becoming a thought leader can be a key way to build your platform and credibility. But that’s easier said than done. It takes a concerted effort (and a lot of hard work) to build a reputation as someone who’s thoughtful, knowledgeable, and competent. To help you accomplish that, here are six ways to get started.
Learn to Fail Forward
Here’s a hard truth: at some point, you’re going to fail. I am, too. We all are. And that’s actually a really great thing, because it’s an inevitable result of trying something new and growing as a professional. Instead of wallowing in your mistakes, learn from them and move forward. Here’s how to do just that.
The Technology that can Change How you do Business
When was the last time you updated your business’s technology? Have you looked at what’s out there that could improve your business? To help you identify some higher-level uses of financial technology, here are several ways new innovations could change and improve your practice.