What separates the truly successful from those eking out an existence? Is it intellect? Drive? Charisma? While those are all important, in our business there is one clear difference maker and it is the people we interact with. Whether it is our clients or the professionals we choose to align ourselves with, it is these people who will largely define our professional and personal success.
With the fragmented and increasingly independent nature of our business, it is challenging to find a group of like-minded insurance producers who can form the foundation of an effective network. Cavalier Associates is bridging that gap with the introduction of the Cavalier Advantage Collaborative, a collection of resources designed to deliver cutting edge perspective, bleeding edge sales ideas and access to the brightest minds in the insurance planning field. More than that, it is an opportunity to learn from fellow producers who are willing to share the techniques they have used to reach higher levels of success.
It all starts with Cavalier Strategy. The first of the Cavalier Advantage Collaborative resources, Cavalier Strategy focuses on the pulse of our industry as a whole. From the latest out of Washington D.C. to developments in the carrier community and best practices for the life insurance professional, this weekly communication keeps you current with the trending topics in our business. The intel provided by Cavalier Strategy will give you what you need to know to make sure your long term plans reflect the current state of our business.
Cavalier Tactics, a companion piece to Cavalier Strategy, is a "boots on the ground" communique focusing on the planning ideas and case designs that are driving success right now. As much as we need to have a long term strategy, our day in and day out success depends on our ability to execute on the sales and planning opportunities that are relevant today. The bi-monthly Cavalier Tactics will deliver the bottom line concepts and techniques that are closing sales in the high net worth space in real time.
The third component of the Cavalier Advantage Collaborative introduces the most powerful aspect of the platform: human capital. Cavalier Seminar combines the strategic and tactical elements of the rest of the platform with access to the insurance and allied professionals who are on the front line, executing on the actionable intel provided by Cavalier Strategy and Cavalier Tactics. It all starts with the Cavalier Seminar session, and continues with the one on one, "all access" conference with one or more of the Cavalier Seminar presenters. These sessions provide a private, one on one setting to discuss how the strategies and tactics can be implemented in your practice, with your clients and translated into revenue.
How do you tap in to this powerful collection of resources? If you have received this email, you are already invited, and all you need to do is continue to check your email in box. You will continue to receive Cavalier Strategy Wednesday each week. The inaugural edition of Cavalier Tactics will be in your in boxes on Friday, June 1st, and the first Cavalier Seminar will be held June 14th at 10:00 AM Pacific time.
I strongly encourage you to block out the Cavalier Seminar session in your calendar, and suggest you check your email Friday for the Cavalier Tactics that will give you all the details.
