The Four Secrets of Leadership

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The Four Secrets of Leadership

Can you name the one or two best sales managers, or business owners you ever worked for?  If so, how did they make you feel?  What qualities or traits did they have in common, or which ones do you most try to emulate in your own company? I work with a lot of business owners and managers, and I can tell you that the most successful ones all have at least four core characters in common.  Many of them possess other qualities as well, but these four "Secrets" as I call them are always at the … [Read more...]

Filed Under: Marketing, Public Relations, Top 3 #2
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What Do You Think It Is Worth? Creating Business Value, Part I

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What Do You Think It Is Worth? Creating Business Value, Part I

Over the years I have been blessed with several very deep and meaningful friendships. Few have meant as much to me as my friendship with ‘John’. We have that rare kind of relationship where we meet often in both social and business circles. We have shared many of our life stories as well as the ups and downs of our businesses. We have talked and prayed together for many years over both small and large events. During the past year I have become very concerned as I realized that John has … [Read more...]

Filed Under: Marketing, Top 3 #3
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9 Tips on Relationship Building – Both In Good Times and Through Turbulence

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As Dickens said in A Tale of Two Cities, "It was the best of times, it was the worst of times" We are all aware of the current economic conditions and while I am a true believer of continually nurturing and building our relationships—now more than ever is the time to jump-start your system and to consistently put your tactics and strategies into motion 24/7. The relationships we build and nurture are the ones that are there for us no matter what-because we have been there for them. Think … [Read more...]

Filed Under: Client Acquisition, Marketing
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An Interview with One of America’s Top Annuity Producers

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Taken from Mike Steranka’s eBook – How to Gain the Unfair Advantage What are some of the characteristics that you consider make up a top advisor? I coined a term called S.M.A.R.T. advisor. The acronym stands for: Systems – the “HOW TO” that gets you there Momentum – the essential things that keep you there Accountability – the measurement to keep you there Resources – the manuals that determine you’re there Training/Teaching – sharing your “there” with … [Read more...]

Filed Under: Annuities, Featured Slider
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7 Strategies to Get to the Top and Stay There

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Over the last 17 years of working in the financial services industry, I’ve had the opportunity to interview and study many top producers. This month’s column is devoted to 7 strategies that you can employ to get to the top and stay there.  The more you can master each strategy, the more likely you will achieve and retain Top-Producer status.  #1 - Commit to Building a Business Based on Personal Introductions Study after study has proven, without a doubt, that the primary way your next … [Read more...]

Filed Under: Client Acquisition, Featured Slider, Prospecting/Referrals
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Top of the Table Advice

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Top of the Table Advice

What has helped you achieve Top of the Table production for the Million Dollar Round Table (MDRT)? I always strive to provide the most objective advice to a client that includes a comprehensive solution to address all of their financial goals and needs. By always acting in a client’s best interest and staying true to their unique financial profile, I have attracted loyal, long-term clients who are gratified to refer others to me. Can you talk about what area of finance your business focuses … [Read more...]

Filed Under: Bottom #1, Financial, Financial Planning
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