Category Archives: General

Go to a funeral home to make sure your business never needs one! Schedule a day to approach local funeral homes. Show them that you have expertise in helping people settle their life insurance policies and annuities. And then stay … Continue reading →

How are you approaching small businesses? Small businesses (firms with less than 100 employees) make up over 95% of all employers in the U.S. and employ almost half theof all employees in the nation. What are you doing to connect … Continue reading →

We’ve all seen, and probably used, a quote like, “Compounding is this century’s greatest invention!” Well, are you compounding your marketing? Once you’ve spent your hard earned money on marketing to get people in the door… what do you do … Continue reading →

It’s developing a killer, unique marketing message that will put any and all of your marketing…and referrals on steroids using the 5Q Process. Join Mike as he walks you through the 5 steps to create a USP that will bring … Continue reading →

Here’s what some of the advisors I’ve coached over the years have to say about me and the Whites of Their Eyes system: “I just want to say that everybody and every industry promises you they’ll do all these things … Continue reading →

I had a great question from an advisor, and wanted to share it with you: Advisor’s Question: “I really enjoyed that webinar and that 5Q. But I do have just a couple questions for you, it seems like it took … Continue reading →

As an industry we have, in good faith, referred our clients out for tax preparation and legal work. We have ushered client after client out of our door and into CPA’s and attorneys’ offices. We have become their main source … Continue reading →