Monthly Archives: May 2022

What’s the best way to prospect for new clients? Focus on keeping it simple.

Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® Prospecting can be one of the most difficult tasks for building your business — especially if you’re trying to make it repeatable and do it with more clients. Easy vs Simple I was recently reading a book called The Distraction-Proof Advisor by Paul Kingsman. If you don’t know Paul, he leads […]

Authentic Persuasion Q&A for Leaders

Jason Cutter | CEO/Founder, Cutter Consulting Group How do you recruit authentic salespeople who will be effective? How do I manage my reps to a process, but give them the latitude of being authentic? In this special episode of my training session, I addressed some leadership-focused questions that will help everyone in a leadership role. […]

Building Better Business Developers in Financial Services


The most common complaint we hear from the heads of professional services firms (lawyers, accountants, engineers, marketing or PR agencies) is that their people are technically brilliant, but have a serious aversion to business development. Totally understandable considering the training the majority of professionals receive relates directly to delivering services they provide (e.g. how to […]

Your ERISA Watch – Sixth Circuit Rules That Section 502(a)(2) Claims Cannot Be Forced into Arbitration


Hawkins v. Cintas Corp., No. 21-3156, __ F.4th __, 2022 WL 1236954 (6th Cir. Apr. 27, 2022) (Before Circuit Judges Boggs, Gibbons, and Nalbandian). One of the hot topics in ERISA law in the last few years has been arbitration. Can companies force their employees to arbitrate ERISA claims? What kind of language is required […]

10 Tips on How to Get and Stay Motivated

Tip #1 Anne Bachrach, The Accountability Coach Learning how to get and stay motivated isn’t always an easy task. It’s especially difficult when you’re dreading the task at hand and are inclined to procrastinate. Over the next 10 days we are exploring the Top 10 Tips to help you get and stay motivated – […]