3 reasons to consider life settlements for your senior clients
By Jon B. MendelsohnIn the wake of the DOL fiduciary rule, lack of awareness about life settlements can put advisors at odds with doing the right thing for their clients.
August 04, 2016
Consistency is key for bringing new advisors up to speedImplement a proven, documented process that all new advisors can learn and follow.
August 04, 2016
Restructuring minimums can help new and seasoned agentsSmall clients represent an optimal training opportunity for new agents.
August 04, 2016
Restructuring minimums can help new and seasoned agentsSmall clients represent an optimal training opportunity for new agents.
August 04, 2016
Focus training on prospecting and sales skillsThere are many great training programs, but nothing beats the value of shadowing seasoned agents.
August 04, 2016
Focus training on prospecting and sales skillsThere are many great training programs, but nothing beats the value of shadowing seasoned agents.
August 04, 2016
How can a growing firm get agents quickly up to speed?What are some strategies to teach new agents the ins and outs of the business?
August 03, 2016
Proposed: The DOL Fiduciary Standard Is UnworkableOne expert believes that the advisor industry is ill equipped to grasp what it really means to operate under a fiduciary standard.
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