AE Insider: Recent Episodes
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Every elite advisor working with Advisors Excel has their own unique way of doing things, but one habit they all share is a dedication to getting the most out of everything they do.
As a successful independent producer, Mauro Guerra had reservations about sharing control of his firm, but since coming aboard, his sons have introduced several forward-thinking ideas that put Guerra Financial Group in position to thrive for years to come.
Two common reasons prospects hesitate to commit are a belief that your services are too good to be true and a case of separation anxiety with their current financial professional. Dan Couture offers thoughts on how to address both concerns.
AE Life President Jim Bowman explains why the anticipation of a tax hike makes this an ideal time to talk to clients about moving from pre-taxed vehicles to life insurance.
In their interview with Cody Foster, father-son duo Scott and Josh Bretl explain how expanding their product offerings, while simultaneously narrowing their target audience, led FSR Wealth Strategies to grow from an accounting firm to a full-service financial powerhouse.
Is there a frog in your office? Some of your employees will never turn into a prince or princess not matter how much attention you give them. Gina Rainey explains this and several other common issues you should address from AE Coach’s checklist of hurdles.
AE Life President Jim Bowman hits the highlights of the recent Mastering Advanced Concepts event in Texas, including speakers Marty Ruby and David McKnight, who you’ll have another chance to see if you sign up to attend IUL Immersion, Aug. 7-9 in Topeka.
Cody Foster lists ways you can show generosity – and not just financially – to those around you, including family members, your team, clients and the community.
Growing a firm from the trunk of a car to an AE leaderboard regular is no small feat. But it’s an accomplishment that Gary Marriage, CEO and owner of Nature Coast Financial, can call his own. Despite the success and experience he’s accrued during his meteoric rise, Gary is anything but satisfied.
Many AE producers are coming off a record year, and AE is focusing on four areas to support you in 2019 and help ensure your businesses enjoy continued growth.
Dan Couture says opening with an attention-grabbing story is great, but as radio legend Paul Harvey showed, saving a few key details for the end can keep the audience tuned in until the finish.
Jessica and Troy Sharpe planted the seeds for Oak Harvest Financial Group’s success, but entrusting other team members to take on some of the co-founders’ workload allowed the firm to truly blossom.
Listen to the powerful personal story AE Coach Dan Couture tells about his son to connect with the room emotionally and keep their interest through the end of his presentations.
The tax teachings of authors David McKnight and Marty Ruby are available for use by AE producers. David is booked for 20 nights to present “The Power of Zero” at seminars and Marty’s “The No-Compromise Retirement Plan” is full of resources you can use with clients.
Mark Lloyd doesn’t just ask for trust. He earns it by going beyond the surface to explain to clients where he’s putting their money and why it’s beneficial to their financial needs.