The Mortgage and Real Estate Market: Let’s Get Real “As we move through spring homebuying season, buyers and sellers remain at a standoff. Persistently high mortgage rates and home prices continue to put off many prospective homebuyers as fears of ongoing inflation, bank sector volatility, weakening economic growth and an impending recession hang in the…
Flipping the Script on Public Distrust At the outset of this year, leadership in the insurance industry outlined the top challenges facing insurance sales reps in 2023. And as a motivational insurance speaker and former financial advisor, I know it is crucial to flip the script when it comes to communicating with your…
Tell Me Your Purpose, I’ll Show You Your Profits “2023 could be the year the “new normal” fully comes into view. There will be opportunities to help define the future, one in which profits and purpose are inextricably linked. Financial services leaders can be poised and ready to move the industry forward.” –…
What is the Path through a Turbulent, Uncertain Market? As a banking and mortgage financial speaker, who began his career in the financial services arena, I understand the challenges of uncertainty in a complex and chaotic industry. How do you continue to grow and attract new clients with interest rates doubling, rising to…
The Biggest Change is Mindset As an insurance sales speaker who started his career in insurance and financial services, the progression of the industry continues to hold my interest and concern. According to the U.S. Bureau of Labor Statistics over the next decade, insurance sales positions should maintain a healthy growth of +6…
As someone who started his career as a financial sales advisor and then later a sales motivational speaker, I am keenly interested in how sales teams involve themselves in the management of resilience. In an insightful article for Forbes magazine (February 10, 2022), business writer Brian Zawada reviews five key areas of resilience. The area…
The Human in the Loop is You When speaking to audiences in my role as an insurance and financial services motivational speaker, I am careful to differentiate the impact of technology from the critical role of the representative. In a recent McKinsey Report on the top technology trends in insurance technology, there is…
Don’t Forget Customers are People As a national financial services speaker who started his career in the financial services and insurance industries, I am familiar with the problems facing advisors and their firms. We live in the new age of digitization and data. In the past few years, the industry has witnessed massive…
Are You Prepared to Reinvent Yourself? As an insurance and financial speaker with strong ties to the industry, I have not seen such interesting—and positive—developments in years. For example, according to Statista the sales of electric vehicles are on the verge of explosion. By 2026, industry experts expect EV sales to quadruple from 2020,…
“Just When You Thought It Was Safe to Go in the Water” It is always a pleasure for me to be the featured keynote speaker at an insurance and financial industry event. It is the industry where I got my start, the industry that enabled me to climb to the Million Dollar Roundtable, but…