Anne Bachrach, The Accountability Coach https://www.hipcast.com/podcast/HWbNCYV5 Do you command a room when you begin speaking? Have you met individuals who, no matter if they’re talking about the weather or about intense business topics, have everyone on the edge of their seats? Have you ever wanted to be an even more effective communicator? If so, I […]
Monthly Archives: August 2021
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Client Considerations of Risk and Insurance … and a Suitable Response to Their Needs There are numerous types of life insurance policies—seemingly something for every “taste.” But which is right for me? Among other considerations, there are issues of product dependability versus potential risk that expectations won’t be met; flexibility of premiums versus required payment […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® The Wall Street Journal reported last week that only 13% of beneficiaries will stay with the same advisor their parents used. Close to $60 trillion of wealth will be transferred from one generation to the next over the next quarter-century. That means that $52.2 trillion is at risk inside […]
Jason Cutter | CEO/Founder, Cutter Consulting Group Telling NO actually leads to money – As a Salesperson, how do you sleep at night when you persuade people to buy from you? How can rejecting or saying no lead to more money and profit? Are you leading your customers to the framework you know you can […]
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Emotional Closeness of Conversation Partners and Emotional Control with Implications for Financial Services Professionals Client meetings can be highly emotional events. Clients will often share some of their most positive and negative moments in life with a financial services professional. Emotions may sometimes be a considerable barrier to helping clients achieve their financial goals. Whether […]
Mike McGlothlin, CHFC®, CLU®, CFP®, LUTCF® Creating a legacy is something to start now. After all, you can’t get to the finish line if you don’t choose a path and stick to it. In this way, creating a legacy is a lot like running a race. As many of you know, I’m kind of an […]