How to incorporate suitability into your selling approach
By Daniel WilliamsSenior Market Advisor recently contacted some top advisors to figure out how they're working an ethical approach into their sales strategy. Below, we've included some highlights from the responses we received.
June 24, 2010
The 7 People You Meet at Networking Events - and How to Avoid ThemYou can't go it alone as an advisor. Unfortunately, in trying to meet the right people, we don't always succeed - which is to say that we sometimes meet the wrong people.
June 23, 2010
Strategic partnersRegardless of how you position or market your practice, one thing we all agree on is that you can't be all things to all people all the time.
June 23, 2010
STOLI on the rocks (and off the docks)The Wall Street Journal on Monday ran an interesting piece about state regulators cracking down on "middlemen" pushing Stranger-Originated Life Insurance (STOLI).
June 23, 2010
GovernmentI'm sure you've been reading a lot recently, yes? I've discussed many of the books I've been digesting in The Investment Edge and in my blog -- 13 Bankers, No One Would Listen, plus others.
June 23, 2010
GovernmentI'm sure you've been reading a lot recently, yes? I've discussed many of the books I've been digesting in The Investment Edge and in my blog -- 13 Bankers, No One Would Listen, plus others.
June 23, 2010
Strategic partnersRegardless of how you position or market your practice, one thing we all agree on is that you can't be all things to all people all the time.
June 23, 2010
How to incorporate suitability into your selling approachSenior Market Advisor recently contacted some top advisors to figure out how they're working an ethical approach into their sales strategy. Below, we've included some highlights from the responses we received.
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