The thrill of victory, the agony of defeat
By Daniel WilliamsWhether you win a client or lose one, you should take it in stride, act like youve been there before and reach out to that next prospect.
January 11, 2013
Tipping an insurance agent?What if producers got tips instead of commissions? It's just one of several interesting concepts in a new book about the industry.
January 11, 2013
Former FBI agent scams clients for $1 millionWith a scheming FBI agent and other fraudsters on display, we take another look at rogue advisors on parade.
January 11, 2013
How to Add the Right People to Your Team, Pt. 2—The Interview and BeyondYou've identified some good candidates for a well-described job at your firm; here's how to make the interview process work and the crucial follow-up after you hire.
January 10, 2013
5 advisors discuss working with boomer clientsWith the oldest boomers now becoming seniors, its having a big impact on some financial advisors and their business.
January 10, 2013
Kitces on the Top 3 Topics for Advisors in 2013—Topic 3: ObamacareThis year may mark the beginning of a permanent change in separating employment from health insurance. Why this development in health exchanges holds major implications for you and your clients.
January 10, 2013
Great LTCI producers deserve recognitionMovie stars are great. So are people who protect consumers against catastrophes.
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