How advisors can earn client loyalty
By Gil WeinreichClients cling to advisors whose wisdom, judgment and integrity they respect. To earn such loyalty, disregard B-school dogma and listen to Aristotle.
September 04, 2015
How can a 45-year-old part-time agent build a full-time agency?The clock is ticking, for the producers as well as for the clients.
September 03, 2015
LTCI Watch: Let's (not) pretendOne problem with government intervention is that it encourages tantrums.
September 03, 2015
How to not sound canned: The value of a bulleted scriptIf you sound like you are reading, you will defeat the purpose of having a well written script.
September 03, 2015
8 Issues to Address in Your Advisory ContractsYes, a prudent investment advisory contract would include more than mere boilerplate, but dont overlook the basics.
September 02, 2015
How life settlements can be used for charitable purposesHere's something most people don't think about when it comes to life settlements: the transaction can help keep the charitable intent of the original policy owner intact.
September 02, 2015
How life settlements can be used for charitable purposesHere's something most people don't think about when it comes to life settlements: the transaction can help keep the charitable intent of the original policy owner intact.
September 02, 2015
How big data helps the insurance industryBig data is being used to help reduce costs and improve the efficiency of current processes throughout the insurance value chain. Here's how.
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