On January 27th, 2023, we closed a case that qualified us for MDRT’s Top of the Table in one transaction. You know what that means if you’re in the MDRT circle. Essentially, we closed a single case that earned us a high six figures commission check. Sure, it was 27 days into the year that we checked that goal off…
Earlier this year, I shared a post stating a number. That number was $506,222,303. Not everyone understood what that number represented – some people asked me if it was my income. (I wish!) It is also not a total commissions-earned number. $506,222,303 is the total amount of insurance cover that my team and I are responsible for. What does that…
When was the last time you tried out a restaurant, an app, or a new service because someone you know and trust recommended it to you? Not too long ago, I’m guessing. Study after study shows that ‘social proof,’ especially from people you know, is one of the best ways for businesses to get the word out there. So, it…
What if you could transform your body or your business in 90 days? No, I’m not about to pitch you the newest fitness-business hybrid version of P90X… But I do want to share an experience and some thoughts with you. At the time of writing this article, I’m just getting to the end of an elite body transformation program. My…
I’ve got two rather personal stories for you today. They both stem from the same set of circumstances but have completely different outcomes. In one case, I lost my client’s trust and over time, regained it. In the other, I lost it and never got it back. Both stories are emotionally laden for me. They take me back to one of the hardest points in my career so far.
Do you know how some books stay with you long after you have read them? One such book for me was David Maister’s ‘The Trusted Advisor.’ The content resonated deeply with me overall but one particular chapter got me thinking about the financial services sector, especially here in the UAE. This chapter was about transaction versus long-term client relationships. Initially,…
