We love it when our clients’ clients have fun senses of humor. Scheduler Melissa recently reached out to an advisor for a meeting with her wholesaler. The advisor wasn’t opposed to a m.. More

Hosting events is a great way to connect with your clients and prospects outside of the office environment, give education on recommended products and say thank you for their business. Unfortu.. More

You probably weren’t far into your sales career when you realized that cold calling is really not all it’s cracked up to be. Not only is it frustrating and time-consuming, it’s o.. More

Consider this situation: A crazy windstorm hits your town and brings gusts of up to 45 miles an hour through your neighborhood. It doesn’t last long, but it doesn’t have to – the.. More

Your days go by quickly…you no sooner show up at your 8am breakfast than it’s suddenly 3pm and you’re racing back to your office to get some calls made. By the time you sit down.. More

About two months ago, wholesaler Lindsey partnered with ESA. Calling on independents, wire houses and banks, Lindsey has been selling 401k plans for ten years. She’d had a few false starts w.. More

“The power of a handwritten letter is greater than ever. It’s personal and deliberate and means more than an e-mail or text ever will. It has a unique scent. It requires deciphering. B.. More

Forbes.com published an article (https://www.forbes.com/sites/kenkrogue/2018/01/10/why-sales-reps-spend-less-than-36-of-time-selling-and-less-than-18-in-crm/#2e9461bcb998) about the daily habits o.. More

Sharing a name with a famous author, our scheduler, Danielle Steele, is used to getting some good-natured ribbing from people she meets. Usually, it’s women, but she got a great response (an.. More

Establishing rapport is the first step in a strong salesperson-client relationship. Getting to know your prospect and what makes her business tick will prove to be an essential tool as you navigat.. More