Raymond James' Experienced Empathizer
Veteran employee advisor Shelly Church relies on her professional and personal experience to guide clients, meet their financial-planning needs and support her community.
How to successfully interview prospective clients
You have to be able to say “NO” to a prospective client who has a $10 million portfolio, as I have.
What do you dislike most about your business?
None of us were intended to be great at all the roles and responsibilities in our business.
The best marketing ideas for now: Part 1
These new ideas will help you to really meet more people and be in a “favorable” situation to approach them about an appointment.
6 ways to foil small business stagnation, accelerate growth
Implementing these 6 growth acceleration strategies will reinvigorate your practice, strengthen your team and maintain forward business momentum.
9 ways to mess up your insurance business
No matter their strengths, insurance businesses, like people, are always at risk.
Texting: when (and when not) to use it in client communications
Technology gives you another way of reaching out to a prospect or referral. But it is not as effective as a verbal, in-real-time, phone call.
Lessons for U.S. advisors from points far afield
In a world where commissions are increasingly being restricted, it’s more critical than ever that agents and advisors define their value proposition.
RIP sold, not bought
If we replace "sold, not bought" with "bought, not sought," we can cultivate demand and deliver better on the experience.
The value of advisors: it’s about asking the right questions
If you ask your prospects and clients the right questions, they will share their hopes, dreams and fears with you.