11 Sales Pitches That Kill Sales
By John GrahamHere are some common approaches that could turn "maybe" into "get lost."
August 22, 2017
Will CFP Board Make History?The standards move financial planners towards professionalism on a number of fronts, but more steps need to be taken in three areas.
August 22, 2017
3 Good Closing Lines, 3 Bad Closing LinesSometimes, clients who need your products also need a little extra help getting to 'yes.'
August 21, 2017
Increase Your ROI on Marketing Dollars with PartnershipsYou need to maximize the performance of your marketing spending. Try teamwork.
August 19, 2017
Why Most US Pension Plans Will Shaft Their ParticipantsThe world is already facing a $427 trillion retirement savings shortfall.
August 19, 2017
Indexed Universal Life: It's Just a Great InvestmentNothing in life is risk-free. But investing in indexed universal life insurance comes pretty close.
August 18, 2017
Uncovering a Hidden Junk-Bond ETF FeeInvestors have been flooding into exchange-traded funds because they think they're cheap. But costs are tricky.
August 18, 2017
Opening New Accounts Is About to Get a Lot EasierAccording to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms ability to more quickly and seamlessly onboard new clients.
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