Turning Long-Term Goals for Your Practice Into Achievable Daily Activities
By Mike PattonCreate a matrix and use your CRM system to stay focusedand accountableon the three main systems of an advisory business.
June 04, 2012
The Myth of the Natural-Born SalespersonHave you ever heard someone say, He is a natural-born salesperson? The truth is, there are no natural-born salespeople. All development takes effort, energy and focus.
June 04, 2012
The Myth of the Natural-Born SalespersonHave you ever heard someone say, He is a natural-born salesperson? The truth is, there are no natural-born salespeople. All development takes effort, energy and focus.
June 04, 2012
Sell Annuities? Compare Them to Social Security.By positioning annuities in the same way retirees understand Social Security your sales will skyrocket.
June 04, 2012
Sell Annuities? Compare Them to Social Security.By positioning annuities in the same way retirees understand Social Security your sales will skyrocket.
June 01, 2012
How to Maximize Your Book of BusinessTechnology is making it much easier to mine your existing book of business for opportunities that might otherwise go unnoticed.
June 01, 2012
How to Maximize Your Book of BusinessTechnology is making it much easier to mine your existing book of business for opportunities that might otherwise go unnoticed.
June 01, 2012
Proper Path to Integrated Wealth Management, Pt. 3: 3 Key Wealth Transfer StrategiesHow taking a multidisciplinary team approach can meet your HNW clients needs on estate and gift taxes, in particular, 529 plan gifting, FLPs and intrafamily loans.
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