Passive income for financial and real estate professionals

Most financial and real estate professionals perform a service for their clients (for example: investing in stocks, selling life insurance, searching for a home to buy, or listing a home to sell). This is “active income” because it requires you to be present and spend some of your time and talent to deliver the service. […]

10 ebooks an insurance broker should write

People rarely have enough insurance and they don’t really know what to do with their insurance when they get it. And while they have it, they don’t always see the value of that insurance. You can address one or more of these issues with the following ebooks, some of which you might give away free […]

What I’m working on this week (Dec. 12 – 16)

Busy week planned! It will be tricky to balance it all. Along with my regular workload, I’m planning for 2012 — planning both my business as well as planning a variety of content projects for clients. I’m also evaluating a few opportunities to significantly grow my business in 2012: I’m talking to a few people […]

How to be social (while keeping your compliance department happy)

Disclaimer: This is an unsolicited recommendation. I received no compensation or promotional consideration from the company described below. Compliance is a sticky issue and a lot of professionals (especially those who work in larger investment firms) are discouraged or even forbidden from participating on social media because of potential compliance issues. But we live in […]