One Take with Miki Zulueta

Mickey Zulueta is a pathological optimist. His glass is always full.

👉 In real life, he is a life insurance professional in the financial industry, and also a personal wealth manager.

👉 Decisive Moment(s) – Two Cancers, one heart attack, lately, one knee replacement.

👉 Decisive Learning(s) - If I have three to six months to live, I'm going to go and play golf as many times as I can. Badly, but many times that I can. I told my wife and my brother, nobody's going to find out because the last thing I want people to remember me for is a smile, not a tear.

But what changed in your industry that you would have never ever imagined?

👉 We went from being a customer-service oriented business to being a compliance-driven business. So, you are guilty until proven innocent. But we have a better business because it's a cleaner business. So, establish a more profitable relationship.

👉 About older workers – Our experience. We know how to ask the right questions. We know the importance of open-ended questions. I say that I really never closed a sale. My clients close the sale.

If young people do joint work with older people, they double their sales immediately.