Man On A Mission: How to Succeed, Serve, and Make a Difference in Your Financial Services Career

Man On A Mission: How to Succeed, Serve, and Make a Difference in Your Financial Services Career

by Marv Feldman


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Can you imagine being an integral part of an industry that lets you build wealth while transforming the lives of your clients and still have time to spend with your family? Can you conceive of a profession where you create a lifetime of security and wealth for others where none existed before?

The culmination of a five-decade, award-winning career in the life insurance and financial services industry, Man on a Mission: How To Succeed, Serve, And Make A Difference In Your Financial Services Career is a step-by-step primer for prospective agents and advisors, and those who wish to renew their commitment to a field with unlimited potential.

In his candid, incisive style, Marvin Feldman takes readers inside the life insurance based financial services profession, exposing its rigors and rewards, providing strategies and systems for success at every level, and espousing a work-life balance that is well within reach. Through personal experience, insight, and hindsight, the author leaves no doubt that solutions to problems are predicated on the fundamental need in all of us—agents, advisors, and clients—to protect what we have and those whom we love.

Product Details

ISBN-13: 9780692680049
Publisher: Marvin Feldman
Publication date: 06/01/2016
Pages: 152
Sales rank: 309,746
Product dimensions: 6.00(w) x 9.00(h) x 0.33(d)

About the Author

Marvin Feldman, CLU, ChFC, RFC, is the president of Feldman Financial Group in Florida and the president and CEO of Life Happens, in Arlington, Virginia, a nonprofit organization that provides extensive education about insurance planning and financial services.

Marv was named one of the 100 most powerful people in the North American insurance industry by Insurance Newscast and is the 2011 John Newton Russell Award winner for outstanding leadership in the insurance industry.

A Million Dollar Round Table member for 42 years, serving as its president in 2002, Marv Feldman is also a 34-year member of MDRT's elite Top of the Table, serving on its board and as chairman.
Beginning his career in 1967 as an agent with New York Life in Columbus, Ohio, Marv transitioned to the company's management program, returning in 1974 to personal production in East Liverpool, Ohio, as a partner in the Feldman Agency and president of Fremar Financial Group.

Marv is very active in community activities having been a founder and director of the 1st National Community Bank and chairman of the East Liverpool City Hospital. He has co-chaired or chaired many advanced gifts campaigns for nonprofit, educational, and health organizations. Listed in Who's Who in Business and Finance and Who's Who in the World, he has spoken before industry audiences in 36 countries, been featured in key books and publications, and contributes to a variety of industry journals.

Table of Contents

Chapter 1 Serve Well to Live Well 1

Chapter 2 Six Systems for Success 17

Chapter 3 You Must Invest Money-and More-In Your Business to Make Money 33

Chapter 4 You're Not Just Selling Insurance, You're Running a Business 51

Chapter 5 The World Accepts Generalists, but It Embraces Team Leaders 59

Chapter 6 The Problem Is the Problem; the Premium Is the Solution-Not the Problem! 67

Chapter 7 The Premium May Be a Bigger Deal for You Than for the Client 89

Chapter 8 Don't Let Your Career Cost You Your Family 99

Chapter 9 Never Put Your Needs Ahead of Your Client's Needs 107

Chapter 10 Never Stop Learning-About the Industry and About Your Clients 117

Chapter 11 Final Thoughts: Go the Distance and the Rewards Will Be Yours 127

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