Training in the financial services industry can be a minefield. Too often, well-intentioned leaders fall into two unproductive traps that lead to high turnover, low productivity, and a frustrating hiring cycle. These two pitfalls make onboarding a new team member an unpleasant and costly experience. Are you guilty of either...
Valentine's Day. A time for hearts, flowers, and…financial planning? While it might not seem like the most natural connection, this holiday offers a unique opportunity for financial professionals to connect with clients and prospects on a deeper level, emphasizing the importance of love, legacy, and financial security. This isn't about...
Do you have a goal to significantly increase your life insurance sales this year? If so, the time to get started is now. Many financial services professionals experience a cyclical approach to life insurance sales, with a heavy push often occurring in the fourth quarter to meet year-end goals. However,...
With the start of a new year, it's tempting to take your annual goals and divide them by 12 to get your monthly targets. However, this approach rarely reflects reality. Each month there will be different demands on you and your team’s time. There are months when multiple conferences or...
