Financial Services Journal - JULY ISSUE - Scroll Down for Featured Articles
 
 
 
 
 
 
 
 
 
 

What Would Benjamin Franklin Do?
By Jeffrey Reeves
Cash money and its equivalents that are readily available to you is the foundation of wealth. It is today, was 250 years ago, 2,500 years ago, and will be for as long as there are complex economies at work.


Make a Difference and Watch Your Sales Grow
By Lew Nason
Over the past two decades, many of the major insurance companies have been moving to and focusing on the more affluent markets. They want to believe they can make more and larger sales in those markets. Thus, they'll need less agents, which means they'll spend much less money on recruiting and training and they'll make huge profits.

Secrets of Client Acquisition
By Edwin P. Morrow, ChFC, CFP®, RFC®
In our current environment you cannot simply sell the consumer a financial product and "Let the Buyer Beware!"  It is a sure pathway to compliance nightmares and a lawsuit that can swiftly wipe you out.

Change: Capsize or Capitalize!
 by Jeff Blackman, J.D., CSP, CPAE
How would you like to predict the future...with the confidence, assurance and knowledge that you'd be right? Believe it or not, you and I have the ability to do just that. And, we need not even be a prognosticator, soothsayer or fortune teller!


Becoming a Celebrity is Good for Your Business
By Brian Lineweaver
Clearly having the paparazzi follow you around and your face appearing on the cover of tabloids is a downside to fame, but there are also a lot of benefits.  Now is probably a good time for me to take a step back and explain what I mean by "Becoming a Celebrity is Good for Your Business." 

How to Achieve More Fulfillment
by Jim Cathcart
Fulfillment comes when we spend our energies on what we care about, believe in and have talent for. Psychologist William Glasser said, "If a job utilizes talents, appeals to interests and relates to values, it will be fulfilling."


TESTING 1, 2, 3:
Do You Test Your Marketing?
By Martin R. Baird
So how many of you really test your marketing to make sure it's on target and that you're getting the most out of it?  I'm not talking about asking your spouse which marketing headline he or she likes better.  Here's one of my favorites – asking the person selling you ad space which ad they like better.


Captive vs. Independent
By Jimmie J. Fulce
... I have noticed that many producers gravitate toward the independent side of our business while others seem to prefer the relative safety of being a captive or career agent and I would like to explore my observations.


Tax Cures for the Summertime Blues
By Sandy Botkin, CPA, Esq
I can't help but think of summertime as the season of renewal, fun and frolic. However, there are some good tax planning opportunities available too that can heat up some of those tax savings:


imageEffectively Developing People: A Key to Leadership Success
By Michael Beck
One of our obligations as a leader is to develop people. In fact, I believe it to be one of the cornerstones of excellent leadership. Effectively developing people accomplishes several important things for us and our organization.