5 Reasons Your Practice Needs to Be On Facebook

2015 New Year’s Resolution: Take online marketing by the horns and ride it to success. Sure, things are going well, but you can always use more customers, right? What is the most effective way to grow your reach? Increasingly, social media, and Facebook in particular, is becoming the answer to this question. The number of businesses that say Facebook is …

The proof is in the pudding: Q3 FIA Sales Report

More and more consumers are looking for the guarantees and income provided by fixed annuity products as part of their retirement strategy, and the proof is in the pudding! The growth of Fixed Indexed Annuities (FIAs) continued in the third quarter of 2014. Our friend and industry thought leader Sheryl Moore’s report showed that 3rd quarter indexed annuity sales were …

Study the Best to Be the Best

We talk a lot about learning and continuous improvement. I have an advantage. I get to work with over 250 premier retirement planners, many of whom share their tips for success. Thanks to Rene in California for introducing me to Coach Joe Lukacs.  Among other things, I get a daily dose of BrainFood from Coach Joe.  It is quick, but …

Don’t just tell them…show them.

Can you believe that it’s November already? It seems like just yesterday we were enjoying all the things that summer had to offer. I had to flip the page on my calendar and it suddenly became real. We are just a few weeks away from Thanksgiving and a little over a month away from Christmas! I wanted to take a …

Are You Current?

Study after study talks about the importance of continual learning. If you haven’t already, I’d encourage you to set up a Google alert to send you articles daily on topics you want to learn about. In business, I get a daily feed on retirement planning, entrepreneurship, annuities and other topics.  I skim them quickly and hone in on a few …