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Nov 14, 2016

We are committed to bringing you additional information about DOL; how you and your advisors can cope with it and profit from it. In order to do that, we have another industry expert, Stig Nybo, with us. 

He is a 25 year veteran within the retirement services industry. Stig has had the opportunity to help build several...


Nov 8, 2016

How many active sellers do you serve? 200? 500? 800? How do you decide how much “love” to give, to whom, and when? 

Speaker, author, executive coach, and Olympic medalist, Paul Kingsman is a sought-after expert on how to be distraction-proof. He teaches financial services professionals the repeatable systems,...


Nov 1, 2016

We have chosen to work in (and be amply rewarded by) a highly competitive, often cutthroat, bottom line focused industry.

Too often, in the tireless pursuit of the business objectives, we overlook simple (but by no means easy) ways to impact the lives of those around us.

Mark Scharenbroich is an award winning author,...


Oct 25, 2016

Once upon a time, a wholesaler was so hell bent on ‘unplugging’ from all things work (email, voice mail etc.) during his family vacation that he created more stress for himself.

In the search for the holy grail of ‘work life balance’ he experienced his worst holiday ever.

Instead of chasing the unicorn, what if...


Oct 18, 2016

DOL equals change. Money market reform equals change. Political elections equal change. Over the course of our careers we will encounter innumerable changes - to our companies, our products, our clients and personal lives.

What's most important is how we cope with that change 

Randy Pennington is an award-winning...