Easily Write Your Why Statement…and Here’s Why

by Certified Coach Alissa Gauger, MBA Have you ever tried to write your “Why Statement” and felt like you might have well been trying to write a sonnet in iambic pentameter? For many Financial Representatives (FRs), they know this is an important exercise; however, it feels lofty and intimidating. It is important, though, so let’s […]

Believe In Your Own Success By Becoming the Victor of Your Practice Instead of a Victim

by Certified Life Coach Alissa Gauger, MBA   Shane’s financial practice was a doomed roller coaster ride of failure. All of the people he called rejected him and made him feel like a greasy used car salesman. Phoning was impossible. He could not understand why his RACE coach didn’t get that. When a QS he […]

Who Calls the Shots: Urgent or Important?

by Certified Coach Alissa Gauger, MBA Do you treat your mental energy like the precious and finite resource that it is? If you’re like most Financial Representatives (FRs), probably not! The urgent runs away with the show while the important sits untouched. You can more strategically direct your time and energy. Begin by choosing to do […]

Reconnect With Your True Self to Achieve Your Best Year Yet

by Certified Life Coach Alissa Gauger, MBA   Congratulations on the end of Agent’s Year! Hopefully you were able to relax over Memorial Day weekend. Time to jump right back in and hit it hard…right? Not so fast!   Before you do something, try doing nothing. While this might strike you as odd because of the American […]

It’s Time to Retire the Carrot and Stick

by Certified Coach Alissa Gauger, MBA You wouldn’t be the first person to raise your eyebrow at one of my deepest convictions when working with Financial Representatives (FRs): the road to Forum is paved with self-compassion. Often people’s experience in the business is one of fear, shame, criticism, feeling rejected and judged. This often comes from […]

Clean Up Your Pipeline by Improving Your Draw

by Certified Life Coach Alissa Gauger, MBA   I’m sure you’ve never done this, but have you ever had a…er…friend who came on a little strong while dating someone? What happened? In most cases, the object of your—oops, I mean, your friend’s—affection moved away from all of the smothering attention. The many texts, phone calls, drop by’s and romantic poetry […]

Learn the 5 Habits of Happy and Successful FRs

by Certified Coach Alissa Gauger, MBA   At Annual Meeting this summer, how will you react when you see financial representatives (FRs) walk by with several feet of ribbons flowing from their name badges? Are you curious how they pull it all off? Here are five habits of happy reps:   1) They don’t “compare and […]

Is Your Staff on Your Case About Your Case Notes?

by Certified Life Coach Alissa Gauger, MBA   As you look out over your desk one morning you see stacks of un-cashed checks laying in piles. (No, you’re not in trouble with Corporate Compliance.) When you rub your eyes, you notice that you’re really seeing your unfinished case notes! If you do not write your […]

Live Your Best, Bravest Life by Respectfully Telling Your Inner Critic to Kick Rocks

by Certified Coach Alissa Gauger, MBA, “I’m doing so horribly with managing my inner critic!” is an ironic comment I’ve heard from many of my clients when I ask them how things are going. “I am constantly putting myself down. I don’t think I am getting any better at stopping it,” he or she adds. […]

Working With Your Clients’ Parents is Part of Holistic Planning

by Certified Coach Alissa Gauger, MBA  What are some of your favorite topics to broach at family functions? I’m guessing they are religion, politics, money…and your most favorite—really everyone’s—is probably the advancing age of your parents and what their plans are should they ever need long term care (LTC). Who’s with me!   If this is […]