Rocky rejections: Climbing over sales obstacles
Move past objections by addressing the three categories described by sales trainer John Boe.
The power of presentations
A mix of great stories, the right technology and a personal touch create the best presentations-- seminars and face-to-face meetings that score clients.
Advisors who give back to their community often find that not thinking about business is the best way to attract it.
Master the local media
You don't need a ton of money, and you don't have to start with CNN. Think local and grab the media spotlight.
Losing it all to taxes
Losses to roll This first piece of strategy isn't necessarily new. Taxpayers have been able to offset capital gains with capital losses for some time now....
The Future of Marketing & Sales
Advisors turn to e-media and new technology to reach their target audience.
529 Plans: Still a good boomer bet?
Despite recent state-initiated lawsuits, 529 inflows keep increasing and boomer parents keep saving for college. So, it's been rough. The Dow is down more than 2,500...
Consumers have a couple of different options when it comes to putting their money into 529 plans. They can go it alone through direct consumer...
Even when boomer parents recognize the importance of saving for their children's college education, it's not easy to get them to act. Some need an...
Avoid testimonial MISTAKES
Customer testimonials are like gold for senior advisors.