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Adding Value In Life

During the last 27 years of my career in the financial services industry, I’ve been hired by a few great companies and a few mediocre companies. Business was easier to find when I was with the great companies but I had to work five times harder to gain traction when I represented the fledgling mediocre […]

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So What Keynote in Bethesda, MD on July 24, 2014

So What Keynote in Bethesda, MD on July 24, 2014

More and more clients are asking us to provide presentations that will help them get to know their clients better, gain more high quality personal introductions for referrals, how to gain a deeper more meaningful relationship as the “Go-To” person for ANY and ALL financial needs. Creating Strategic Alliances with CPAs, attorneys, tax specialist, Long-term […]

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Consultative Selling

Consultative selling isn’t a new concept, but only a small percentage of people actually implement it in their business. If you want to increase sales, get more referrals and gain clients for life, then this is a skill you must learn and apply for 2013. (more…)

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Best Practices with your book of business

There’s an ocean of new business out there this year!  Are you “fishing where the fish are”? Mark Magnacca is one of my all-time favorite best-selling authors in the financial services and sales industries. One of the key points he’s made in his writings and seminars, is the importance of fishing where the fish are. […]

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