Are you asking the right questions?

  Do you have problems getting referrals? Everyone says “All you have to do is ask for them!” However, sometimes it isn’t that easy – especially if you don’t know the right questions to ask. Here is a list of questions you can choose from to ask your clients that can make the “asking” part of the referral process easier! …

I’ve Found the Secret!

Welcome to the 2nd half of 2015! Whenever I hit the end of a month, quarter or year, I often look at how I or we did and what we can do better or to improve. Further, I am in the unique position to work with hundreds of financial professionals. I also watch and learn from my father, who has …

Be Part of the Tarkenton Affiliate Program and Earn More Income

One of the great things about being your own boss, as most of you are, is that you can follow your passion, try new things, and be an entrepreneur – i.e. find new streams of income! I’m so excited about all the things we do here at Tarkenton Financial and Tarkenton Companies – we help seniors and retirees, we help …

Will You Get Smarter This Week?

Only you can answer that question! We had a great call on Friday, where we gave you 5 tips for getting started in this business. You can watch a recording here, but these are some highlights…and a bonus! Read this Annuity Educational Resources flier (with links to articles, webinars and other resources on the basics of our industry); To understand the bigger …

Do you need a Series 65?

As I prepare to move back into the retail space and begin working with clients again after 10 years in house with Tarkenton Financial, the realities of selling FIAs and life insurance in 2015 and beyond have become clear…I feel strongly that I need a securities license to effectively work with clients. In our ever increasing regulatory world, discussing rebalancing …