February 8th, 2010

Advisor in MI scores jumbo case with iPrevu profile. By empowering the client, the advisor looked like a hero when the underwriting offers came in!

New Input for Profiles!

January 28th, 2010

iPrevu has built some great news ways to input profile builder information and we look forward to showing you the latest!

Pull back!

June 27th, 2009

This week is “pull back” for my training. It allows for the body and mind to recover from the past two weeks of intense training.

Have you ever “pull back” in your business – to think, adjust, recover, prepare, evaluate – for the next growth spurt.

This is exactly how iPrevu got its start. We were evaluating how we could improve our process, add more value and create a better experience.

Is it time for a “pull back” in your business or personal life?


June 25th, 2009

When the challenge appears – simplify.

As a financial advisor, one of our purposes is to turn the complex into simple. Turn the hassle into an experience to remember.

iPrevu is one piece of your process that accentuates that purpose.

Simplify. The word sounds so nice!

Victory Over Self

June 3rd, 2009

My personal victory – victory over myself.

 When I succeed holding myself accountable, my goals come closer to me, my dreams begin to turn to reality, my revolution turns to evolution and the universe turns toward me. It is then that I truely believe in serving another, believe in an abundent world and become humble and grateful for my life.

What is your personal victory?

It all starts with thinking…

May 28th, 2009

Thinking creates feelings, feelings create behavior, behavior creates actions, actions create results, results create thoughts…


May 27th, 2009

What Am I Thinking?

Have you ever thought about what you are thinking about? Change comes from thinking about what you are thinking about!

Metacognition is defined as “cognition about cognition”, or “knowing about knowing.

How We Decide by Jonah Lehrer – great read.

Happy thinking!!!

Memorial Day

May 25th, 2009

Remember by serving another. This is
the ultimate gift for those
that have sacrificed their lives
for us!

Have the conversation…

May 24th, 2009

Can you hear it? Do you feel it? That little voice inside you. It’s saying “Have the conversation.”

Most times, it’s how you say it versus what you say. Our business and personal relationships are waiting for us to ask or to start the conversation. If you open the door, they will follow. Remember, leaders lead.

Value selling

May 22nd, 2009

An advisor friend of mine was in “competition” with another advisor who was positioning product – in this case it was a term life policy for $1,200 of premium.
My advisor friend positioned value and walked out with a client and a $8,500 annual premium check to protect the client’s income!

You don’t get paid for the hour. You get paid for the value you bring to the hour.  Jim Rohn #Quotes