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19 Quotes That’ll Remind You why You Love Advising Others
1. To help others achieve the impossible! Source: Painted Teacup Some clients that reach out advisors often need to learn basic investing concepts. They have big dreams they want to achieve and nary the resources with which to do it. But we love watching them learn and grow! 2. Advisors help others build a stress…
Read More17 Babies Who Know It’s Never Too Late to Save for Retirement
Gotta start saving for that retired life now. This baby crying over the decline of employer pensions. Source: Reddit This baby just sheltered $50,000 in pre-tax contributions to a SEP IRA. He’ll explain what that means when his teeth come in. Source: Reddit Well, well, well, looks like someone’s capping out at that $5,500 annual…
Read More11 Drivers That Are Causing Nightmares To Their Insurance Agents
1. “Can I take the pump home with me?” badpriusdrivers / Via instagram.com 2. “Does this truck go in water?” theoceanram / Via instagram.com 3. “Like a gloooove” badpriusdrivers / Via instagram.com 4. This driver who just couldn’t wait for his root canal. djtommyfixx / Via instagram.com 5. This driver can make you wonder if…
Read MoreEleven Business Cats that any Insurance Agent would be Purr-fectly happy working with
There’s no way you can turn your nose up at the thought of working with one of these furry guys. Dressed to impress and ready to paw up some policies, the friendly felines will brighten your day and perk up your smile: The eagerness in this little fella’s eyes isn’t for a treat, he’s excited…
Read MoreHow To Build A Personal Brand When You’re A Financial Advisor On A Budget… For About 5 Bucks
Your brand is what other people say about you when you’re not in the room. —Jeff Bezos Let’s do a quick social experiment. Look at the front cover of my book. Do you like it? Whatever your answer (and I hope you said yes), chances are you made up your mind within 1/20th of a…
Read MoreHow To Calculate Customer Lifetime Value (LTV) And Make More Money
The result of long-term relationships is better and better quality, and lower and lower costs. —W. Edwards Deming Having helped to build one of the largest insurance lead generation companies in the country, I’ve heard practically every argument and excuse for why leads don’t work. And they usually come from advisors and agents who don’t…
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