Formerly a stockbroker, insurance broker, and award-winning sales manager, Aaron writes for the financial and real estate industry as an educator and marketer. His first book, The Sales Funnel Bible, helps advisors master their sales funnel.
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
Referrals are a great way to reach prospects because the relationship starts with a higher level of trust. Plus, it’s also easier to start conversations with the other person as you have something in common with them. Read More >
Christopher P. Woehrle, JD, LLM, is an assistant professor of taxation and The Guardian/Deppe Chair in Pensions and Retirement Planning at The American College and a subject matter expert on and champion of the ChFC® program.
Supported by an internal advisory group of faculty and other program experts, extensive work has gone into reshaping the ChFC® curriculum to address practical planning applications for business owners, special needs clients, and nontraditional, divorced and blended families. In response to survey results... Read More >
Thomas R. Petersen, RHU®, is vice president at Petersen International Underwriters, a Lloyd’s coverholder specializing in specialty disability, international life and medical plans and also kidnap insurance in the U.S. Tom is a frequent writer and trade association presenter, including for MDRT. Thomas.Petersen@wcinput.com
Don’t leave the success of your business or life’s dream to fate. Read More >
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