I started in the life insurance business in 1984. Two years later I got my securities license and left the company I was working for to start my own company C. Curtis & Associates. The associates part was an effort to make me appear to be a substantial firm. In truth I was in my cold dark basement working under a bare lightbulb and cold calling people asking if they had ever considered doing a financial plan for their future. 100% of my appointments came from cold calling and referrals. I did this for 5 long years barely scrapping together enough to feed my family and the bills and debt were piling up. I remember standing in the driveway of my home with tears coming down my face as I told my best friend that we were going to lose our house. I didn’t know it then, but my problem was I had no idea about marketing or systems.
By 1991, I was finally covering all the bills and making a living. In 2001 I made $250,000 of income which felt good at that time.
Then it happened! I discovered the keys and secrets to effective marketing and built my own software presentation system called Red, Blue, Green, Concepts. Just 6 years later in 2007 my total commissions and fees came to 2.7 million of income.
That then created another problem. How do I handle that kind of growth? I created 4 systems to help advisors who grow their firm to do so while reducing their stress and the hours required so they could spend more time with their families. I would love to chat with your and find out your dreams and goals and help you reach them quickly and efficiently.
Why not join my family of coaching members!