Practice Management Blogposts

Clients Don’t Care If Your Dad Is Stronger Than My Dad

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 5, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

Kids that are somewhere between the ages of five and 10 are funny to talk to. This is because they are old enough that...

How Do Politicians Get Elected?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 5, 2021 | Financial Professional Content, Motivational, Practice Management, Presentation Skills | 0 Comments

First off, my goal is to make this so non-political that, by the end of this article, you will not know whether I am a...

Grit: Who Says We All Need To Be Equal?

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 5, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

In 1835 there was a significant development in the firearms industry. This was the year a gentleman named Sam Colt...

Behavioral Economics: Three Nobel Laureates Can’t Be Wrong!

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 4, 2021 | Behavioral Finance, Financial Professional Content, Practice Management | 0 Comments

I have been preaching the virtues of behavioral economics for over 15 years, since the Dotcom bust confirmed to me...

The Pandemic That Killed The Communicator

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 4, 2021 | Behavioral Finance, Financial Professional Content, Marketing and Prospecting, Practice Management, Presentation Skills | 0 Comments

Trillions of dollars of lost productivity. This pandemic has led to immeasurable harm to our industry and our economy....

Six Marketing Steps to Creating a “21st Century Agency”

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 3, 2021 | Financial Professional Content, Marketing and Prospecting, Motivational, Practice Management | 0 Comments

Whether one is brand new to our industry or a veteran looking to optimize his/her practice, the below may be useful...

Don’t Assume Your Prospects Understand Life Insurance

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Financial Professional Content, Life Insurance, Practice Management | 0 Comments

Last year I decided to buy my two sons (8 and 11 years old) and myself motocross dirt bikes. My intention was to find...

Career Advice: Sometimes “Risky” is safe and “Safe” is risky

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

We all hit a point in our career where the road branches out and we have to make a decision. Those decisions are...

If you aim small, you miss small.

by Charlie Gipple, CFP®, CLU®, ChFC® | Feb 2, 2021 | Financial Professional Content, Motivational, Practice Management | 0 Comments

A hobby I inherited from my father is shooting precision rifles and handguns. Decades ago, when my brother and I were...

Selling Life Insurance As “Investments”: Stay Out of Jail!

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 31, 2021 | Financial Professional Content, Indexed Universal Life, Life Insurance, Practice Management, Regulations, Variable Universal Life, Whole Life | 0 Comments

This message is prompted by hearing about yet another agent that got herself in trouble by selling cash value life...

History of Modern Portfolio Theory and Asset Allocation

by Charlie Gipple, CFP®, CLU®, ChFC® | Jan 29, 2021 | Financial Professional Content, Practice Management | 0 Comments

Post Great Depression Whether discussing life insurance, annuities, investments, etc, it is hard to imagine a...

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