Advisor Sales Strategies

Author's Note: In the next few weeks, my firm will release our new book and training program. It's titled Magnetic Connections. It is the complete ...

Author's Note: This article is an edited excerpt from our brand new book and seminar: Magnetic Selling - the comprehensive guide to question-based consultative selling ...

Question: What do the most successful advisors do that you don't? By "advisor," I mean investment manager, wealth manager, insurance agent, estate planner, financial planner, ...

On March 18, I did something that I absolutely love doing. I delivered a 90-minute presentation to the top 300 annuity producers for American Express ...

Author's Note: As a practitioner of communication psychology, I ask people questions. Over the years, I've learned to listen in a certain way that nurtures ...

Author's Note: Over the twenty years I've been in this industry, I've seen a great many advisors fail. They are well-intentioned people who didn't know ...