Category Archives: Bersonal Posts

Lets Talk Savings in Retirement

Last week I had a face-to-face with one of my long time clients. She was recently laid off from her job of 30+ years and is earnestly looking at the idea of not returning to work and retiring early. She … Continue reading

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Four Words

That is right. Four words. Experts say that just four words can change your practice and help you gain the trust and confidence of your clients. Those four words… “What do you think?” By asking one question – “what do … Continue reading

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Think About Scripting

Have you ever thought how important it is to script your message for each and every client appointment? Words matter and the difference in just a few words can be powerful. To be successful you need to capture and practice … Continue reading

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Corporate Wellness is a NOW benefit

Insurance reps, accountants and attorneys who champion corporate wellness are champions in their own right. They give companies a reason, which is more a matter of moral justice than a mandate from our judicial system, to create—and popularize—a program that … Continue reading

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It is Official

We are writing this blog post to give you our view of the “best interest” landscape. Yesterday, the Fifth Circuit Court of Appeals issued a mandate vacating the Department of Labor (DOL) Fiduciary Rule in its entirety, meaning the fiduciary … Continue reading

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Business Priorities

When surveyed, business owners indicated what their top financial priorities were. But, in reality the priorities did not always match the actual strategies that they had in place. Surprised? Here are the latest results TOP 5 Priorities Protecting their business … Continue reading

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Is it Time to Add PAR to Your Practice?

It amazes me how many years go by before the average client gets an annual review.  Sometimes, it’s many years, and that’s not good for anyone. Policy Analysis and Review (PAR) is perhaps the #1 tool that top advisors use … Continue reading

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