Browsing Tag
Rekon Intelligence
9 posts
Patience and Possibility from the Unlikeliest of Places: Elite Advisor Profile
“I’m my own coach,” Rick Wedge says when asked about working with another person for professional and personal…
How (and Why) to Stay Focused on What’s Important: Elite 401k Advisor Profile
Brevity is the soul of wit, and also a key to success for Sam Law with (aptly named)…
401k Sales Success: Good Morning, Great Day
I am so pumped up! Do you feel like Emmet from the Lego Movie when you wake up?…
It’s a Wrap: Excel 401(k) Conference Has Best Year Yet
Great interaction and even better information flowed from the Las Vegas Strip last month as Excel 401(k): The…
5 Favorite Podcasts to Help 401k Advisors Outperform
Don’t you just love this time of year? Holiday music and Christmas lights are just a few of…
How to Be The Worst 401k Advisor Ever
Is there anything worse than being awarded the “Worst Company in America” by Consumerist.com (which is owned by…
Remarkable Resilience—How One Elite Advisor Maintains His Motivation
The news of General Electric’s Dow demise is a lesson for 401k advisors—change is inevitable; how one reacts…
Constant Connection—The Importance of ‘Presence’ in Achieving Elite Advisor Status
Getting to know your clients’ children is a staple of generational retention, but John Carroll takes it a…
How to Adopt the Habits of Top Performing 401k Advisors
Individuals and teams at the top of any profession share certain characteristics. Yes, they work hard and might…