If you're looking to gain financial clarity for the road ahead, you must first understand what is your money script and how it's affecting your financial behaviors. In this episode of Money Script Monday, Dan explores the four core money beliefs and the steps needed to improve your net worth.

The Department of Labor recently released its final rule requiring advisors overseeing retirement accounts (not taxable accounts) to act under a fiduciary standard to put their clients’ interests ahead of their own.

There are 7 secrets of sales success. Practiced by all of the highest paid salespeople every day. The regular application of these principles is virtually guaranteed to move you to the top of your field and enable you to reach your career goals, and develop a positive attitude.

According to the Wall Street Journal, the statistics today read like an investor’s worst nightmare.

In a perfect world, every potential client or prospect you meet would immediately schedule an appointment with you far enough in advance to adequately prepare.

As a financial advisor this is your ideal target market, you should be focusing on them to gain the most profitable sales. That’s old news, you already know this. The question you should be asking yourself is, how do I get in front of these high net worth investors?

According to a recent article from Employee Benefit Adviser, younger advisors who are entering the business are overwhelmingly satisfied with their career choice. Based on LIMRA’s Young Advisor Series, a survey of financial professionals ages 40 and under, 91% said they were satisfied with their careers.

In case you missed it, the March issue of Broker World had an article, Life BGA Panel, that interviewed our own President, Ben Nevejans, as part of their monthly Marketing Update.

We have all been there, the moment of truth. You have just delivered an impassioned, well-prepared illustration to a client. You feel confident that it couldn’t have been presented any better. Flawless and logical. Then you hear it. No matter how it’s worded – the resounding “No.”

It’s still early in the year, but it has already been a very active one for Ben Nevejans. As President of LifePro, Ben oversees the activities from his field support team and makes sure the focus and end goal is always kept on their customer: the independent financial advisor.