Failure to Communicate: When ‘Informed’ Clients Challenge Advisors
By Bob ClarkLike doctors, advisors are finding that many clients are questioning their planning prescriptions. How do you communicate with those clients? Share your "performance" history?
February 05, 2013
Five-star ethicsHeres a simple plan for outshining your competition: Speak what you believe.
February 05, 2013
3 selling tips … from my dogHe's sweet, furry and, it turns out, incredibly knowledgeable about sales.
February 05, 2013
3 selling tips … from my dogHe's sweet, furry and, it turns out, incredibly knowledgeable about sales.
February 04, 2013
A different kind of Valentine's Day giftForget flowers. Your clients can give their loved ones an even better gift this year.
February 04, 2013
Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIsHaving near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.
February 04, 2013
On the Third Hand: TimeThe next big wave of PPACA battles could focus on implementation deadlines.
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