Aug 28, 2023

When you aren't diligent in your fact-finding you will end up presenting inaccurate illustrations that don't accurately represent your clients needs. In this episode, we'll discuss how to ask the right questions to avoid overinflating illustrations.

Aug 21, 2023

Most of the time, a good level income product will end up paying more income than most increasing product options. In this episode, we'll discuss how income is taking place and when each income option works best for your clients.

Aug 14, 2023

The Halo Effect is when you believe a product is good based on other external circumstances unrelated to the product itself. In your business, that can include how you dress, the professionalism of your business cards and documents, and even how you speak. All of these things and more can impact a client's perception of...

Aug 7, 2023

Good fact finding is the foundation of good case design. In order to find out if you have an income case or an accumulation case, you first need to do proper fact finding. In todays episode, we'll discuss the difference between income and accumulation, and how to find the right solution for the clients needs.