The holiday season is the perfect time for a getaway for most people because this is when they can take a break from school as well as from work. Families find it easier to have a get together or a reunion during this period because almost everyone is free and most likely to come. Planning [...]

If you read the same stuff as other financial advisors (or don’t read books at all, like most financial sales people), you will not differentiate yourself.  Rather, you want to read and teach yourself what others in your field do not know.  Here are two books for financial advisors/insurance professionals that will give you HUGE [...]

This blog will highlight recommended readings for financial advisors. Its long been our observations that financial advisors are very poor at sales.  Most people in the US think that sales is persuading or convincing.  We define sales differently.  We use these two definitions: 1.Sales is the asking of appropriate questions so that the prospect sees [...]

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