Monthly Archives: June 2013

Excellent Table Being Used by Advisors to Bring on New Clients and Sell Safe Products

Sometimes it’s hard to get a client to really understand our point… that’s why the table below is so powerful.  If you specialize in either income planning or annuity sales this table helps people understand the importance of working with … Continue reading

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Have Fun… Do a Hula Dance… and Bring in Some New Clients and Assets!

Summer is an excellent time to do a combination Client Thank You and Referral Event.  Two of my favorites through the years have been the Bar-B-Q or the Luau!  They are really inexpensive to do even for large groups and … Continue reading

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This Simple Little Trick Doubled My Closing Ratio Overnight!

Have you ever showed a client how to save thousands in taxes… lower the fees that they pay by thousands of dollars… increase their return by thousands of dollars… and yet they still won’t move to you? It’s crazy right?  … Continue reading

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