Broker Dealers: Where Do We Stand in the “Everyone is a Small Business Owner” World?

Sometimes, I think it is fun to step back and look at how our different roles in the life insurance industry have changed. We need a fresh perspective on our jobs to become better at what we do. This all happens in a business environment marked by constant change. As we face pressure to produce […]
Growing Your Agency to Include More Customers

The drive behind every small business owner must be to increase sales through improved relationships. If you’re going to increase the number of customers, you have to take approaches that will maximize the use of your time and provide a quality experience to all customers. In this post, I want to discuss how you can […]
Why We Need Mindfulness Techniques Before a Sales Meeting

People who work in sales only succeed when they have quality interactions with clients. If you can’t close a deal, then you won’t get a fee, which means that you can’t pay the mortgage or put food on the table. This isn’t a place that annuity sellers want to be. However, in the face of competition, […]