How to Be Wildly Successful

We are in the “people” and “planning” business!
 
In our recent CFP^® CE presentation Brian Alexander, guest speaker and Founder of Expressing the Genius Within, provided insight on how to build stronger teams, connect better with your clients and add to your bottom line.  The Kolbe-A test determines how someone absorbs and delivers information.  It is a tool I would like to share with you as I have successfully used it with my team, my wife and to seek a new executive director for a charity I serve. 
 
Conative Connections REPLAY (CFP CE credit is NOT available for replay) Passcode: QX&8V09K
 
“How to Be Wildly Successful” (article explaining Kolbe)
 
Kolbe Made Easy Outline
 
How to Succeed (In Spite of Yourself): The Ultimate Guide to Leadership Through Self-Awareness, by Brian Alexander (ORDER BOOK HERE)
 
 
Sharpen the Saw
 
It’s the 7^th habit in Steven R. Covey’s wildly successful book titled “The Seven Habits of Highly Effective People”.  To catch his “Upward Spiral” you must commit, learn and do! We are committed to helping you learn and sharpen your saw! Our recently updated “client educational portal” can do the same for your clients.
 

Who Not How  
 
Dan Sullivan’s book titled “Who Not How” instructs us to ask a different question; don’t ask “How can I accomplish this?” ask “Who can help me achieve this?”. Trying to do everything in the financial planning spectrum for each client is a huge challenge. 
 
Stop thinking how and know that we are your WHO for life, long-term care, and disability insurance.  We can also help with your client deferred, income and QLAC annuity needs.  We have partnered with advisors to help serve their client protection needs for more than 25 years.  We have a proven process and are experts in business and estate planning uses of insurance.  We instantly make your client a professional shopper and have inside access to a huge spectrum of carriers and products.
 
We can help you review existing coverage or provide a second opinion on proposed coverage.  We can help implement your recommended coverage or consult with you and/or your client to determine the Right Fit™ coverage for them. Learn what clients have to say about their IIC experience:
 
https://intinsconsulting.com/client-testimonials/