Don’t be a Rotten Tomato!

By Mark Bertrang, The Creator of the Financialoscopy® on Thursday, December 9th 2021

My goal is to always be green.  Recently I began my thirty-fifth year in the financial services industry.  Over the years I have met a lot of people who, once they had their license of registration to offer a particular product, they simply stopped growing.  They believe, they know enough.  So, they simply stop learning.  In fact, we often joke at the office that the continuing education some regulatory authorities require during each licensed representative reporting period is simply a reshuffle of the same sides from the previous year’s presentation.  It almost seems like proof that the hours spent sitting and watching the same presentation means more than learning new knowledge.

You deserve so much more.

Yes, I’ve completed the required continuing education.

But, here’s my additional resume from this past year, that I didn’t have to complete, but did anyway.

This past February, I presented via ZOOM to a nationwide audience of advisors of the Prosperity Economics Movement, how to read life insurance contract language.

During six, monthly, hour-long ZOOM presentations, I presented to a separate audience of financial advisor representatives around the country on how to grow their practices and service their clients with a personal touch.

I also attended three, daylong entrepreneurial strategy sessions through the Strategic Coach Program.

This fall, I attended The Landmark Forum, which consisted of three, fourteen-hours days.

I also attend hour-long client enhancement training sessions each month and an hour-long financial calculator software training school each month.

I had a supervisor of a national firm tell me recently that some advisors find me intimidating. I simply smiled and said, that’s because they’ve stopped growing.

Hopefully, you want me to be that tomato that’s always green and never ripe.

Let me pause for a moment here to thank you for allowing our office to serve you this past year.  If there is anything we can do for you before the holidays, please reach out to us.  As usual, our office will be closed for the year beginning on Thursday, December 23rd and reopening on Monday, January 3rd.


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Securities offered by Fortune Financial Services, Inc., member FINRA & SIPC. Advisory services offered by Interactive Financial Advisors, Inc. Bertrang Financial Corp. offers non-securities based insurance as an independent business. Bertrang Financial Corp., Fortune Financial Services, Inc. and Interactive Financial Advisors, Inc. are separate entities. © Bertrang Financial Corp. 2022
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