Useful Links

Useful Links

Dr. Randy Marshall
Our friend, colleague and partner Dr. Randy Marshall. Call or email us to learn more about how Randy can guide your focus and help you make meaningful impact and change in your personal and professional life.

FINRA BrokerCheck
Know what info is out there publicly on you and your prospective candidates at a glance.

Gail Goodman
Gail Goodman is a trusted longtime friend and colleague who is the recognized national expert on telephone skills training. Gail has developed a structured analysis of the appointment setting phone call so that all direct sales people can master this critical skill. Being a great "sales person"  is irrelevant if you don't have enough appointments and Gail's materials, seminars, videos and newsletters zero in on the most effective way to understand the entire sales cycle so that your sales team is in front of prospects and clients.  Take a moment to look at her site for ideas on how to hone in your skills and change some of you or your teams habits to maximize your effectiveness on the phone in less time while improving your results dramatically in just a few weeks.

GAMA International
GAMA — is it for you? Take a few minutes to seriously consider being a member.

LIMRA — an organization with amazing tools, research and support.

National Association of Insurance and Financial Advisors
Are you a member of NAIFA? You should be, support the local chapter and your industry by calling and joining today!

The American College of Financial Services
Are you studying for an additional designation? Most A and B clients need a minimum of at least one designation in today's holistic planning environment.

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