The secret to a successful referral system

I started in insurance about 9 years ago working with a very successful insurance carrier. When we met our goal of being in the top 2% in the nation, I thought I would feel more financially and emotionally accomplished. They didn’t measure success the same way I did – I wanted to genuinely help people and have more control of my financial future. In January of 2012…

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The key to a balanced sales plan

shallow focus photo of balance stones

How do you go about making the sale? What is the best way to prospect for new clients? What is the proper balance of advertising, direct mail, cold calling, networking, referral mining, all those things that you can do. What’s the proper balance?

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Love based business

heart bokeh light

We run our business, SeatbeltPlanet.com, on love. How we relate to people, including customers, vendors, and employees, all comes back to love. The Greeks had something pretty cool figured out. They had four different words to talk about the different kinds of love.

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Sales without being salesy

man writing on paper

As an estate planning firm, we’re much more involved in sales than most other types of law firms. Usually the only time you go to a law firm is when something’s wrong, like when someone has sued you, or during a divorce, bankruptcy, car wreck, etc. We’re not like that. Estate planning is almost the cosmetic surgery of our industry; what we do is elective.

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