Embarrassment, guilt and shame often stops clients from discussing their personal or loved one’s addiction. As an advisor you realize how much financial harm an…

The Titanic sank over a century ago – and it took over 73 years to find it. Dr. Robert Ballard, the Oceanographer who was responsible…

Even though your clients may be meeting with you regularly they still may be making mistakes, such as not being honest with themselves and you…

It’s not the Social Security Administration’s job to tell your clients how and when they should file for the maximum benefit, so it’s important for…

Have you ever wondered how some of your smartest and most successful clients make dumb decisions when it comes to their money? Author of Why…

It’s likely that your prospective clients are researching you online, so what are they finding? They may find some great reviews on sites like the…

Many individuals don’t like to plan for a crisis because they don’t want to accept that there ever could be a crisis. Get your clients…

Are you sick of your clients not planning for their futures because they’re listening to lunch room talk? On this episode, MDRT Member Frank Lojewski…

Every retirement is different, so why treat them all the same? You understand the importance of having a coach as you plan for retirement, but…

Are your clients losing their ability to get deductions because of the new tax law?  Are they giving to their local church or favorite charity…

Do your clients ever buy fun summer toys without talking to you about their new assets and their coverage?  Share this episode featuring P&C Specialist…

People plan hours and hours, articulating every detail for a week-long vacation, so why won’t they spend that much on planning for their life plan?…