The ridiculous sophisticated investor…

The ridiculous sophisticated investor…

Back in the late 1800s, sea passage had its perils. Unfortunately, some of the worse were man-made and systemic to the business of delivering cargo worldwide. The over-insured and over-loaded ‘Coffin Ships’ provided a rewarding alternative for villainous...
The vanishing insurance agent?

The vanishing insurance agent?

Know any life and personal insurance agents? My first training workshop was full of them. That was November 1989 at Greenmount Resort, Coolangatta. My “Agent as a Business Person” workshop aimed to assist attendees with the opportunities created by the...
Screening Prospects…

Screening Prospects…

Sometimes the most powerful approach to growth is “Next!” John Bowen – CEO – CEG Worldwide I first saw John Bowen present in Santa Monica in early 2002. Despite everyone’s development nerves, we were still tight in the aftermath of the...
How many plates can you keep in the air?

How many plates can you keep in the air?

In late 2017, 31-year-old Miwa Sado tragically died due to karoshi – working too hard. She has become a martyr for the overworked worker. A portent to anyone addicted to activity-driven work habits. ACTIVITY-DRIVEN I see an increasing trend of these habits in...
Thanks, but no thanks…

Thanks, but no thanks…

Jenna is an adviser in her early thirties. Her technical background is accounting, her personal background is caring She made contact when a good advisory client did not re-engage after only twelve months of working together. While she didn’t expect every client...
What advisers can learn from Marlboro Man

What advisers can learn from Marlboro Man

Marlboro Man was an influential figure last century. He sold a lot of cigarettes. He was the advertising character created by advertising company Leo Burnett in the 1950s to re-launch Marlboro cigarettes for a broader audience. The adverts were conceived to change the...
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