In the course of serving their prospects and clients, financial advisors recommend many products and services. You might consider several different solutions for a particular need. Too many advisors offer a client several options in the name of helping them make an informed decision. At times these advisors provide a spreadsheet of products along with […]
Read MoreOne week into the new year how are you doing with those resolutions? In case you want to grow your business this year I suggest you resolve to call your best clients, and say something like this: “A big part of my responsibility to my clients is to keep them on tract with their financial […]
Read MoreAs a professional speaker I travel frequently. Recently I stopped on an interstate to get a cup of coffee. Check out this sign at a motel in central Illinois. Obviously the sign intends to say that the cost for lodging is $37.99 per person, but when you separate the digital media from the rest of […]
Read MoreThe last half of 2008 provided the banking industry with a host of unprecedented problems. Many banks offer investments and financial planning services to their customers through internal broker-dealers or third party providers. Regardless of you distribution model, your investment department faces challenges as well. Shrinking account values, inappropriate investments, and delayed or damaged retirement […]
Read MoreYour choice of a financial advisor ranks high upon the list of critical life decisions. Selection of educational institutions, career, where to live, and family create lifelong consequences. Choosing a financial advisor often determines what happens to the financial results of those consequences, all the way from financial independence to financial ruin. Developing a relationship […]
Read MoreMonday marks the beginning of the end – of the last week of the year. Financial advisors often complain that nobody wants to do business during the Holiday Season. Nothing could be further from the truth. A host of opportunities exist with our clients, including: Year-end Portfolio Reviews Gift Purchases of Investments and Insurance Products […]
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