The Case For Retirement Income Planning

Retirement income Planning

Retirement Income Planning is one of the hottest topics in the financial service industry today.  Not to mention it’s one of the easiest ways to grow your business and offers the path of least resistance in doing so. Here is a conclusion of a joint study conducted by LPL Financial and New York Life.  I […]

Getting Started With Existing Clients

Getting Started With Existing Clients

In this OnDemand Seminar Quick Start Guide, we’ll focus on getting started with your existing clients. To me, it makes more sense to exhaust every single possibility with your existing clients and existing prospects already in your database before you go out and spend a bunch of money on totally cold prospecting. Cold prospecting definitely […]

An Easy Script For Version 2.0

An Easy Script For Version 2.0 (Phone or In Person) I want to share with you one of the easiest scripts you’ll ever come across to use with the Retirement Readiness Kit found in Version 2.0 of your OnDemand Seminar. You can use this script while on the telephone or meeting in person.  It works […]

Getting Started With Existing Prospects

Existing Prospect Gold

We’re going to talk about Getting Started With Your OnDemand Seminar With Existing Prospects. We’re not talking about cold prospecting here. Nope…The Driving Traffic presentation on the website will give you plenty of ideas for cold prospecting. (Go to to view the Driving Traffic presentation) In this session we’re talking about existing prospects. Prospects […]