Category Archives: Relationships

Don’t Forget the Women Part 3 of 3

Faith Popcorn wrote a book entitled Eveolution, The Eight Truths of Marketing to Women.  In this book, she discussed how the marketplace was not doing a very good job of dealing with the issues and needs that concerned women and … Continue reading

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Don’t Forget The Women (Part 1)

Faith Popcorn wrote a book entitled Eveolution, The Eight Truths of Marketing to Women.  In this book, she discussed how the marketplace was not doing a very good job of dealing with the issues and needs that concerned women and … Continue reading

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What Beneficiaries do not Know Could be bad for Your Client Relationships

The Beneficiary Book was born on January 20, 1990 by Marty Kuritz who was a financial advisor at the time.  Here is his story about why he took the time to create the book. “I flew from San Diego to … Continue reading

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Financial Rules of Thumb

One of the first orders of business with a new prospect/client is to learn about their cash flow.  What comes in and what goes out.  The next step is to match the cash flow numbers against some averages.  Below are … Continue reading

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Getting Out of Your Own Way (Part 3 of 4)

Several years ago I read an article that summarized the ten reasons why people don’t perform: They don’t know why they should do it. They don’t know when to begin and end. They don’t know what they are supposed to … Continue reading

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Part II – Networking & The Planning BluePrint

In the last blog I talked about the Seven Questions that you should answer for a prospect. In Part II we are going to discuss building a visual aid of your services and developing a network that will provide you with … Continue reading

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The Beneficiary Book – A Gift of Answers

The Beneficiary Book Have you ever given thought to how important you are to your family?  Consider all of the knowledge and answers you provide on a daily basis.  Now imagine they no longer had access to your knowledge or … Continue reading

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Resistance Training

Resistance training is a form of exercise that improves muscular strength and endurance. The benefits of resistance training are significant.  If you start a weight training program, you can expect your body to get stronger, tighter and leaner.  People who … Continue reading

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Thinking About Thinking

Learning + Accountability + “x” = Positive Long Term Results If you keep doing the same things over and over, you will get the same results. By Ed Howat, Jr., CLU, ChFC, LUTCF, RCC The goals of most educational/training programs … Continue reading

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Periodization

What are you leaving to chance?  How much randomness is part of your day?  How many hours in your day are blocked for specific activities?  Are you working at “capacity”?  Could you have better outcomes if you planned your day … Continue reading

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