Video: How to add your info to your client’s phone

June 10, 2015

You want your info saved on your clients’ phones. This is way better than a business card, because they always have their phones with them. This lets them know it’s you when calling them, and it…

How to handle a chatterbox client

January 6, 2015

We've all met people who talk and talk, and talk some more. You politely wait for a pause so you can get a word in, but it never comes. They can somehow continue pouring out their stream of chatter,…

You probably aren't reaching out to your clients enough

November 21, 2014

Image courtesy of Kari Kileen Custom Invitations and Stationery

Video: How to copy the “Medicare & You” handbook to your phone for quick access

September 23, 2014

The Medicare & You booklet is around 160 pages, so maybe you'd prefer not to keep a thick book with you in the field. If you carry a smartphone or tablet, you can easily keep a copy there if you need…

Video: How to host online meetings with your prospects

July 8, 2014

Sometimes it isn't convenient or even possible to meet with a client or prospect. Maybe you're out of town, they're out of town, or for whatever reason it just isn't feasible to meet face to face.…

Contracting is a huge pain - there’s a better way

June 23, 2014

Contracting stinks. It’s a necessary evil at best, an extreme waste of time at worst. You might prefer kicking the leg of a coffee table with your pinky toe 5 times in a row rather than fill out…