Joe Templin, MCEC, CEC, CLU, ChFC, CAP, is the author of Every Day Excellence and creator of the Financial Services Daily Drip-Every Day Excellence training email, https://www.salesactivitymanagement.com/everyday-excellence/. He is NAIFA New York State membership chair. He may be contacted at [email protected].
Referrals are the way professionals get paid for a job well done.
The path to success is different for each individual. Here are the components critical to achieving your goals.
It’s not the great days that make us great; what makes us great is doing what we are supposed to do on the bad days when we want to give up.
The beginning of a new year is the perfect time to set that Big Hairy Audacious Goal for yourself and your practice. But you won’t achieve it overnight.
You deserve to be paid for the value you create for clients.
The most important thing to remember is that we all live in a world of our own creation, because perception is reality when it comes to an individual’s belief system.
Why a prospect must be confident you are a member of their “tribe” before they will commit to becoming a client.
