The Importance of Independence in the Life Insurance Industry

The Importance of Independence in the Life Insurance Industry

It was a 70 degree-plus-day in January in Charleston, SC—just what I’d ordered up. I’m motivated even on a bad day, but today I had that extra kick in my step. My schedule was full but flexible, with new people to meet, new ideas ready to pop into my head, and an incredible industry filled … Read more

Protecting Your Practice as a Wealth Manager

Protecting Your Practice as a Wealth Manager

  Perspective is drastically important in this business, as a wealth manager discovered during a routine visit I had with him and his client. This one meeting has changed the advisor’s outlook on his entire practice. And I believe it will have an impact on many other advisors. The  reason for this point-of-sale meeting with the 65 … Read more