FOR PROFESSIONAL USE ONLY
July 1998



REVENUE ENHANCEMENT
by Edwin P. Morrow,
ChFC, CFP, RFC

Unfortunately, most financial advisors are better at giving advice than taking it for themselves. Just as few attorneys have wills, many financial planners and life insurance agents have failed to stabilize their income flow. The purpose of this article is to help the reader recognize the problem, explore some proven solutions and offer some suggestions.






BOOK OF THE
MONTH

by
Michael Lovas

In YOU ARE THE MESSAGE, Mr. Ailes takes the theories you may have learned about verbal and nonverbal communication and explains how you can put them to work in real life.

He speaks from experience because he was a young producer for the Mike Douglas TV show and then Tomorrow Coast to Coast with Tom Snyder and Rona Barrett.


A Living Trust That NEVER Has
To Pay Estate or Income Taxes

by Michael ValloneHow can a living trust provide the opportunity to reduce or eliminate both estate taxes AND income taxes on qualified plans?




How to Understand Where You Are & What You Want Your Marketing to Accomplish
by Michael Lovas
You also can't get to the next level of success until you know where you are today.
GETTING FAST & FLEXIBLE
by Janet E. Lapp, Ph.D.
Management today has to think like a fighter pilot. When things move so fast, you can't always make the right decision -so you have to learn to adjust, to correct more quickly.




HOW YOU GOT WHERE YOU ARE TODAY
by Sidney A. Friedman
CLU, MSFS, RHU, ChFC

A successful life is just a continuous sequence of doing the right things. When you have a good plan, the problems everyone encounters are just that -- problems -- not major catastrophes.
HOW TO BECOME ATTRACTIVE TO YOUR CLIENTS
by Kerry L Johnson Ph.D
We tend to do business with those we like and avoid those we dislike. Yet liking is frequently mentioned, but not often defined.
PROSPECTING WITH SEMINARS -Still a Winning Formula
by Larry Klein, CPA, MBA, Certified Senior Advisor
If you've developed the opinion that seminars don't work for building your business, read this article.
BUILDING YOUR TEAM
by David G. Rohlander
An effective team is a cohesive unit composed of diverse individuals. To get the best results it is advisable to look at your team as your critical co-workers and also your customers and vendors.

BACK EDITIONS


February 1997
March 1997
April 1997
May 1997
June 1997
July 1997
August 1997
September 1997

 

October 1997
November 1997
December 1997
January 1998
February 1998
March 1998
April 1998
May 1998
June 1998

 

Crash Course in Wills & Trusts:

The Disposition Of Property, With Or Without A Will
by Michael T. Palermo
JD, CFP
PART I

Part I in a course that is a concise and practical guide to what everyone should know about the law of Wills and Trusts - as well as a range of other matters - before an estate plan is designed.




Out of the Depression Closet
Back to the Future

by Mark Gorkin
The Stress Doc uses "The Big 5-Oh" as a catalyst for reflecting on "the crown
and cross" of a challenging life and the need to acknowledge years of living
in a darkened closet.




Baby Boomers!
Marketing to the "Me Generation"

by William L. Willard, CLU

"To market to the boomer generation, you'll need to understand their motivations and buying habits.The demographics of this group are interesting, but it's the psychographics (the study of lifestyles and behavior) that may help you grow your business."




BE THE BALL...
How to quickly get in sync with someone

by Bill Bachrach
The Power of pacing. A skill required throughout the entire client development process is the skill to get in step, or get back into step, with prospects and clients, either on the phone or face-to-face throughout the life of the relationship.



LIFETIME SETTLEMENTS - A Resource for your High Net Worth Clients Part III
by Sam Mangel
This article is the last of a three part series designed to explore the use of lifetime settlements (i.e. sale of an in force life insurance policy to a third party) in situations where coverage is no longer appropriate for the need which existed at the time of purchase.
Do You Give Up too Easily on Tough-To-Sell Prospects?
by Ron E. Karr
Do you sometimes leave sales on the table that should be rightfully yours? If so, you're not alone: 51% of the salespeople responding to a just-completed Dartnell survey say they have packed up and left before the sale was made, leaving easy pickings for competitors.
"Two Sides-One Coin"
by Charli Williams
Personal Success Coach
Everyone has heard the saying, "Where the attention goes, energy flows."That means, whatever you focus your attention on is where you are putting your life's energy, and that becomes your experience.


How You Can Be Even More Productive (Time Management Ideas)
by Steve Kaye, Ph.D.
Some people view time management as a quick gimmick to cram more activities into their life. Actually, time management is a systematic process that helps you live your life the way you want to, efficiently and effectively. The result can be far more satisfying and profitable than making chaos efficient.




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