There are many responsibilities Luke and I have at our firm. While all the responsibilities are important the main reason we are here is to bring in new 401k clients. This means we are responsible for identifying prospects, qualifying them, contacting them, setting appointments, and ultimately closing the account to bring them on board. We…
Category: Rally Post
The flagship post for the week. Posted every Friday just in time for the Friday Rally!
Coming up short
I struggled this week with coming up with an idea for the rally post. My mind was preoccupied with my next exam in my CFP course. If you read the article Setbacks in Education you can recall that I did not pass that exam. Since that day I have been studying fiercely for my make…
Simple Rules
I am on a quest every day. A quest to improve. I work hard at improving skills that relate to my career. I work at improving my intellectual muscles. I work at improving my actual muscles and general fitness. The way I go about achieving improvement in these areas is a strategy I learned a…
Setbacks In Education
If you remember from my earlier article Quest for Knowledge I shared the story line of my efforts to become as knowledgeable as possible in my industry. To do that I am enrolled in a program that will culminate with an opportunity to earn my CFP designation. That article was published right before I attempted my…
Mindfulness Matters
I was talking with a friend who is a girl on the topic of association and how important is to be careful of the people around you that could be a positive or negative influence in your life. She then proceeded to tell me about an event called Awesomeness Fest. It’s an annual event where…
Learning on Borrowed Time
Education is such an important factor of long-term personal and financial growth. The more education a person has, the more likely they will have social and economic opportunities available to them. Their life will generally be improved all around. I break down education into two distinct branches. Formal and informal. Formal is where we all start….
Someone is Counting on You
Have you ever asked yourself the question “why does he always have so much energy, why does she seem to always be happy and smiling”? I believe at one point we have observed someone who seems to be at a different level in terms of peace, happiness or fulfillment, but why is it? I am…
I Eat Frogs
There are universalities we experience as humans. No matter where we live on this planet humans are humans with similar thoughts, ideas, emotions, plans, dreams, goals, and many other experiences we all share. Because we all share these experiences I believe that when I am experiencing a difficulty other people have experienced that as well. There…
Be Intentional
Everyone knows the idiom “It’s not what you know, but who you know.” It has been used for decades by anyone looking to dish out advice. Of all the sayings this one rings as true as any. “It’s not what you know, but who you know.” We like to think that what we know matters,…
The Friday Rally 