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The latest industry news, interviews, resources, and more.

Financial advisor comparing dinner seminars to virtual selling

Practice Building

Dinner seminars are getting more expensive and less effective. Here's why virtual selling works in 2026, and how to make
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Jim Fisher

Jim Fisher explaining one question to ask before buying annuity leads

Annuity Related

One question separates legitimate annuity lead partners from vendors who waste your money. Learn the litmus test before you spend
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Jim Fisher

7-questions-before-signing-marketing-company-featured

Practice Building

Seven questions every advisor should ask before signing with any marketing company. Red flags, good answers, and the one pattern
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Jim Fisher

Business Growth

Discover the two beliefs that predict whether an advisor will succeed selling annuities virtually, and how to build the one
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Jim Fisher

Why top annuity producers never lead with the word annuity and what they say instead

Annuity Related

The word "annuity" has 40 years of baggage. Learn the Painter vs Painted framework and what top producers say instead
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Jim Fisher

Annuity Related

If you’re tired of hearing “I’ll think about it” from annuity leads, this post is going to shift your reality.
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Jim Fisher