When SEC and State Advisor Regulation Collide
By Chris StanleySection 222(d) of the Advisers Act cleared up those de minimis conflicts between federal and state regulation, right? Not exactly, Chris Stanley says.
September 29, 2016
Be a battle buddy for your clientClients don't care about products. They care about solving problems and reaching goals.
September 29, 2016
Somebody always pays for life insuranceThere is a price for buying life insurance, and there's a price for not buying life insurance.
September 29, 2016
Somebody always pays for life insuranceThere is a price for buying life insurance, and there's a price for not buying life insurance.
September 29, 2016
Help veterans apply risk management at homeProviding for and protecting their families is a mission veterans understand.
September 29, 2016
Help veterans apply risk management at homeProviding for and protecting their families is a mission veterans understand.
September 29, 2016
The best offense is a good defenseIn the military and in insurance, preparing for all possibilities and minimizing consequences are key.
September 29, 2016
Sell what the product does, not what the product isFind out what makes your clients tick and then offer a product that helps them reach their goals.
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