In response to “Three tips to boost referral-based selling”
Don’t forget to use tools like LinkedIn which will help you build trust online and empower your client to refer a friend or family member to you.
Loic Jeanjean

In response to “Two steps for better lead generation”
Forgive me regarding the colloquial subject, but your tip is the truth. Thank you for your concern, your kindness, your geniune interest in our family. The realness certainly shines though. We appreciate working with an advisor who is trustworthy and honest. More advisors who choose to use your tip would make a better home, community and world. Anthony Bolden is an effective representation of a producer.
Curtis and Ruth Raines

In response to “The importance of being prepared”
As my very first sales manager used to say: “Proper prior planning prevents pretty poor performance.”
Jim Medici

In response to “The Obama administration’s plan to promote annuities”
My clients were well served by variable annuities during the market downturn. Most of my clients who held VAs wished they had more invested in these vehicles.
James Heavey

In response to “Communicating comfortably: How to talk to referrals”
Think Harvard and Stanford are living in the 20th Century? New skills involve communicating on the internet and not personally.
Marvin Newman