Three Ways Advisors Can Stop Prospects From Walking Away
What is that intangible quality keeping even an articulate and knowledgeable advisor from connecting with a potential client?
How to Market VAs? Zvi Bodie Finds One Good Way: News Analysis
Securian Financial steps up to the plate with a video explaining variable annuities that aims to appeal to consumers while avoiding legal compliance snags. A top finance professor and leading financial services marketer evaluate how well they performed this difficult challenge.