Check out our YouTube channel for more helpful resources

As an insurance agent, you’re always on the hunt for new clients. But here’s the thing: generating leads is only half the battle. What you do with those leads afterward is just as important.  I’ve been doing lead generation for years, helping insurance agents...

So, after going through literally thousands of different sales calls, in this article, I’m going share with you the 12 biggest mistakes I’ve made on sales appointments and the lessons that I’ve learned from them. In the last 15 years of running my own business, I’ve...

As an insurance professional, you know leads are crucial to your survival. Without a steady stream of potential clients, it’s tough to grow and thrive in this competitive industry.  But here’s the thing–you’re not torn about whether to buy insurance leads or...

When it comes to annuities, there’s often a big gap between what clients understand and what they need to know.  As someone who worked with several financial advisors and insurance agents, I’ve seen how this education gap can be a real issue.  Many of my...

Do you need help to sell annuities to clients? Well, you're not alone. Financial advisors, insurance agents, and other professionals often struggle to get clients to buy their services.  But in most cases, it's not about the quality of your services–it’s about...

Are you a financial advisor tired of cold calling, cold emailing or prospecting for leads? Wouldn't it be great to have leads chasing you rather than you chasing them? If so, there's ONE solution that has proven to be effective over the years: inbound marketing. ...

Are you a financial advisor looking to increase your sales appointments? If so, one of the best and fastest ways to do this is with a high-converting sales funnel.  With a working sales funnel, you can get booked appointments with qualified people interested in...