by Joe Anzalone on Thursday, August 12, 2010
You’ve just had an enjoyable client consultation with a warm, friendly couple. They asked several excellent questions. You learned a great deal about their families, careers, and their goals for their retirement. The meeting went...
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by Joe Anzalone on Thursday, July 15, 2010
Plan for your positive responses and make more sales
“If I can just see more people, I can increase my sales.” While it’s imperative to keep your pipeline full, this statement isn’t always true. Many sales are won or lost during the...
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by Joe Anzalone on Thursday, June 17, 2010
Your weaknesses may actually be strengths…
By now, most students of business are familiar with Avis’ legendary marketing campaign launched in 1963. Still lagging behind the dominant player Hertz, Avis made a strategic decision to embrace its second ...
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by Joe Anzalone on Thursday, May 13, 2010
Broker Bias Withers Under the Heat of Third Party Studies
From the financial print media to television’s financial “talking heads,” annuities in general and fixed annuities in particular have been criticized as unsuitable accumulation vehicles,...
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by Joe Anzalone on Thursday, April 08, 2010
Indexed Annuities, Starbucks approach middle age
Consider the recent history of two products. In the American marketplace, both held a pedestrian yet respectable position: solid, reliable, sometimes boring but rarely unpredictable, associated with...
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by Joe Anzalone on Wednesday, March 10, 2010
Ah, those sub-primes, derivatives, and credit-default swaps. Like experiments gone bad, they were hatched by creative minds in dark rooms and grew to infect the mighty U.S. economy. Is there such a thing as “too smart” in the world of developmental...
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