In Q2, Prepare for Mettle-Testing Markets—Searching for Alpha for April 2012
By Ben WarwickWhy I expect to see a respite to the near-hyperbolic rise in stocks.
March 30, 2012
When’s the Best Time to Ask for a Referral?The best time to ask for a referral is when you know you've delivered value. The best way to deliver value? Ask value-seeking questions in every appointment.
March 30, 2012
The Referral Word TrackThe easiest, most effective, most efficient, least expensive way to build your business is to use the trustworthiness of your existing clients.
March 30, 2012
AIG is Still Costing TaxpayersWhen the U.S. economy was in crisis in October 2008, Congress passed a $700 billion bailout of our financial system. The Troubled Assets Relief Program (TARP) was heavily scrutinized in the media and passionately debated on Wall Street and Main Street.
March 30, 2012
AIG is Still Costing TaxpayersWhen the U.S. economy was in crisis in October 2008, Congress passed a $700 billion bailout of our financial system. The Troubled Assets Relief Program (TARP) was heavily scrutinized in the media and passionately debated on Wall Street and Main Street.
March 30, 2012
Video: Annuities and The Power of ZeroOhio advisor John Zidan explains how annuities are a powerful tool in demonstrating to clients that they no longer need to fear losing their assets.
March 30, 2012
Mapping the Client GenomeFinancial advisor Hugh Massie, president and founder of Atlanta-based firm DNA Behavior International, has long believed that its necessary for advisors to really know their clients thoroughly in order to better serve them.
March 30, 2012
As April 15 Looms, What Can You Do to Help Your Clients?Your clients are likely busy wading through receipts and tax forms, hoping for a refund. It might not seem like the best time to get in touch with them, but it is.
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