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Showing posts from January, 2022

Motivation & Disciplines for Financial and Insurance Professionals

  Motivation   & Disciplines for Financial and Insurance Professionals Surround yourself with the dreamers and the doers; the believers and thinkers; but most of all, surround yourself with those who see the greatness within you, even when you don’t see it yourself. - Edmond Lee. Wish you a productive day ahead ! Don't focus too much on your dreams; focus on your systems instead. Winners and losers have the same dreams, everybody wants to win. What makes the difference are the systems you put in place, every single day, to reach your dreams. Unexpected Problems Are Part Of Life...so also Unexpected Results... Never Lose Hope And Never Give Up At Any Condition.. Anything Is Possible...   With our Attitude and Efforts UNEXPECTED PROBLEMS CAN BE CONVERTED INTO UNEXPECTED OPPORTUNITIES TO BRING..... UNEXPECTED VICTORY If you make it a habit.. To make your Today better than Your Yesterday.. then.. For sure, Your Tomorrow will be better than Yo...
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DUCK OR EAGLE? You decide.

 DUCK OR EAGLE?   You decide. I was at the airport when a taxi driver approached me.  The first thing I noticed in the cab was a phrase, I soon read:   - Duck or Eagle?  You decide. The second thing I noticed was a clean, shiny cab, the driver well dressed, white shirt and well pressed pants, with a tie. The taxi driver got out, opened the door for me and said: "I am John, your chauffeur.  While I'm putting your luggage away, I'd like you to read on this card what my mission is." On the card was written:  John's Mission  - To get my clients to their destination quickly, safely and economically, while providing a friendly environment.  I was impressed. The interior of the cab was equally clean. John asked me: "Would you like some coffee?"  Joking with him I said:  "No, I'd rather have a juice.  He immediately replied: "no problem. I have a thermos with regular juice and also diet juice, as well as water," he also told me: "...
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𝑻𝒉𝒆 π‘³π’‚π’˜ 𝒐𝒇 𝑾𝒂𝒔𝒕𝒆𝒅 𝑬𝒇𝒇𝒐𝒓𝒕

 π‘»π’‰π’† π‘³π’‚π’˜ 𝒐𝒇 𝑾𝒂𝒔𝒕𝒆𝒅 𝑬𝒇𝒇𝒐𝒓𝒕 𝑫𝒐 π’šπ’π’– π’Œπ’π’π’˜ 𝒕𝒉𝒂𝒕 π’π’Šπ’π’π’” π’π’π’π’š 𝒔𝒖𝒄𝒄𝒆𝒆𝒅 π’Šπ’ 𝒂 𝒒𝒖𝒂𝒓𝒕𝒆𝒓 𝒐𝒇 π’•π’‰π’†π’Šπ’“ π’‰π’–π’π’•π’Šπ’π’ˆ π’‚π’•π’•π’†π’Žπ’‘π’•π’” — π’˜π’‰π’Šπ’„π’‰ π’Žπ’†π’‚π’π’” π’•π’‰π’†π’š π’‡π’‚π’Šπ’ π’Šπ’ 75% 𝒐𝒇 π’•π’‰π’†π’Šπ’“ π’‚π’•π’•π’†π’Žπ’‘π’•π’” 𝒂𝒏𝒅 𝒔𝒖𝒄𝒄𝒆𝒆𝒅𝒔 π’Šπ’ π’π’π’π’š 25% 𝒐𝒇 π’•π’‰π’†π’Ž. π‘«π’†π’”π’‘π’Šπ’•π’† π’•π’‰π’Šπ’” π’”π’Žπ’‚π’π’ π’‘π’†π’“π’„π’†π’π’•π’‚π’ˆπ’† 𝒔𝒉𝒂𝒓𝒆𝒅 π’ƒπ’š π’Žπ’π’”π’• 𝒑𝒓𝒆𝒅𝒂𝒕𝒐𝒓𝒔, π’•π’‰π’†π’š 𝒅𝒐𝒏'𝒕 π’…π’†π’”π’‘π’‚π’Šπ’“ π’Šπ’ π’•π’‰π’†π’Šπ’“ π’‘π’–π’“π’”π’–π’Šπ’• 𝒂𝒏𝒅 π’‰π’–π’π’•π’Šπ’π’ˆ π’‚π’•π’•π’†π’Žπ’‘π’•π’”.  𝑻𝒉𝒆 π’Žπ’‚π’Šπ’ 𝒓𝒆𝒂𝒔𝒐𝒏 𝒇𝒐𝒓 π’•π’‰π’Šπ’” π’Šπ’” 𝒏𝒐𝒕 𝒃𝒆𝒄𝒂𝒖𝒔𝒆 𝒐𝒇 π’‰π’–π’π’ˆπ’†π’“ 𝒂𝒔 π’”π’π’Žπ’† π’Žπ’Šπ’ˆπ’‰π’• π’•π’‰π’Šπ’π’Œ 𝒃𝒖𝒕 π’Šπ’• π’Šπ’” 𝒕𝒉𝒆 π’–π’π’…π’†π’“π’”π’•π’‚π’π’…π’Šπ’π’ˆ 𝒐𝒇 𝒕𝒉𝒆 “π‘³π’‚π’˜ 𝒐𝒇 𝑾𝒂𝒔𝒕𝒆𝒅 𝑬𝒇𝒇𝒐𝒓𝒕𝒔” 𝒕𝒉𝒂𝒕 𝒉𝒂𝒗𝒆 𝒃𝒆𝒆𝒏 π’Šπ’π’”π’•π’Šπ’π’„π’•π’Šπ’—π’†π’π’š π’ƒπ’–π’Šπ’π’• π’Šπ’π’•π’ π’‚π’π’Šπ’Žπ’‚π’π’”, 𝒂 π’π’‚π’˜ π’Šπ’ π’˜π’‰π’Šπ’„π’‰ 𝒏𝒂𝒕𝒖𝒓𝒆 π’Šπ’” π’ˆπ’π’—π’†π’“π’π’†π’….  𝑯𝒂𝒍𝒇 𝒐𝒇 𝒕𝒉𝒆 π’†π’ˆπ’ˆπ’” 𝒐𝒇 π’‡π’Šπ’”π’‰π’†π’” 𝒂𝒓𝒆 𝒆𝒂𝒕𝒆𝒏... ?...
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17 places to find clients in your natural market

  17 places to find clients in your natural market January 7, 2022  |  Bryce Sanders “Go after your natural market.” This advice has been given to financial advisors for ages. Who is your natural market, though? It’s human nature to take people off the list for different reasons. Yet it’s difficult to grow your business if you focus on who you won’t approach. Put another way, “Everyone should have the opportunity to say no.” If you ask nicely, they may even be flattered! Identifying your relationship silos Silos are those big, round towers you see on farms. They’re self-contained units. The contents of one are different from another. The relationships in your life are in silos too. When you start naming your silos and counting the contents, you will be amazed at the number of people you know. That’s your natural market. These silos may include: 1. Immediate family.  These are your grandparents, parents and siblings. 2. Extended family.  Add to th...
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