Successful annuity agents are those who position themselves as the “expert” in their field. An expert is held in higher regard than a salesperson. An expert substitutes the sales presentation for a polished dialog of probing, educated questions that expose symptoms of financial disorder. After proper diagnosis, an expert does not attempt a close. An … Read more
When I was 14 years old, I left Bolton to travel alone for the first time to live with a French family in Le Mans, Bolton’s twin town, for 2 weeks over the Easter holidays. After an 8 hour journey our coach full of assorted Bolton secondary school kids arrived, slightly dishevelled but chattering with … Read more
By: Dominic Mazzone, Managing Partner, Regent Global Funds We hear it all the time. “Put your money where your mouth is,” “Skin in the game,” and, “Eat your own dog food.” All phrases that talk about the one thing in the investing world that many fund managers try to avoid. Accountability. When … Read more
A grand opening is a very exciting time. Those who are involved in the new business can’t wait to get started and show off their hard work. And if they have and do advertise correctly, their community will be as excited as they are for their First Day. But how can that be done? Advertising … Read more
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