Uncovering the Titanic

August 20, 2018

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

17 mistakes consumers make

August 13, 2018

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…

Protecting your Social Security benefit

August 6, 2018

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…

8 dumb decisions smart people make with their money

July 30, 2018

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…

What Does the Internet Say About You?

July 23, 2018

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…

Don’t pay the price just because everybody else is!

July 16, 2018

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…

Is your life boat packed?

July 9, 2018

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…

What does running a marathon have to do with retirement?

June 25, 2018

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…

The Art of Strategic Giving

June 18, 2018

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…

5 Financial Misconceptions

January 23, 2017

Are your clients and prospects being misled by financial celebrities and bad one-size-fits-all advice? Are they getting emotional with their money and having a hard…

Live Long and Prosper

March 21, 2016

Are your clients saving enough retirement money for 20, 30, or even 40 years? Help them enjoy that hard-earned retirement money by promoting a healthy lifestyle in…