8 Questions That Keep Prospects Talking
By John GrahamWhen agents ask more questions, they may talk less — and listen more.
July 30, 2018
SEC Comment Period Draws to a Close as DOL Guidance ExpectedA comment period extension could be issued on the SEC advice package while further "fiduciary" guidance from Labor is awaited.
July 30, 2018
Want Happier Customers? Help Them Get OrientedTo be comfortable, consumers need to understand what's happening.
July 24, 2018
7 Business Networking RemindersSay you're shy. You go to an event. You need to meet people. But how? Here's how.
July 23, 2018
'Raise Your Voice' Campaign Pushes for SEC Reg BI Changes"This [Reg BI] is just regulation gone wrong," said Sheryl Garrett, head of Garrett Financial Planning Network.
July 18, 2018
10 Ways Relationship Reviews Can Be Great for EveryoneYour clients get checkups for their bodies. Why not for their efforts to plan for the future?
July 17, 2018
Paying for One-on-One Diabetes Coaching Is Worth ItInternet-based coaching is great. But what if the patients aren't really on the Internet?
July 12, 2018
When Clients Want to Sell Life Policies, Seek Multiple OffersIndustry veterans encourage financial professionals to help clients explore their options.