Do Your Clients Invest for the Thrill of It?
By Geoff DaveyAccording to FinaMetricas 500,000-investor sampling, nearly a quarter of your clients do. What that means for advisors.
April 30, 2012
Prospecting Tip: How to Build Your DatabaseA great idea for turning no into not yet, courtesy of noted prospecting expert Robert Krumroy, CLU, ChFC.
April 27, 2012
Selling the Kinesthetic WayKinesthetics are feeling-based people, who reject or accept ideas based on the merit of how they felt during exposure to them. Here's how to sell to them.
April 27, 2012
Selling the Kinesthetic WayKinesthetics are feeling-based people, who reject or accept ideas based on the merit of how they felt during exposure to them. Here's how to sell to them.
April 27, 2012
Selling Indexed Annuities? Use Videos.Showing your clients real-life stories of how IAs helped retirees can be a powerful selling tool.
April 27, 2012
When Should Clients Start Claiming Social Security Benefits?Claim right away or wait? Your advice to clients can make all the difference. Heres what to consider.
April 27, 2012
Non-Seminar Events That Will Grow Your BusinessBanquet room seminars might not be working for you, but that's no reason to give up on events altogether. Some fresh ideas for your business.
April 26, 2012
Why RIA Firms Should Hire the Young, Pt. 1: Breakaway BrokersLooking to hire an advisor to join your RIA firm? Try thinking young: Breakaway brokers under the age of 40 are a great resource for high-quality talent.
Commentary