Sales tips: a contrarian view
By Lloyd LoftonReading a book, taking a "training" class, while helpful, do not build confidence or the experience necessary to have prior situations to fall back on to improve your skills.
March 10, 2014
Warren Buffett wisdom to take to the graveWarren Buffett wants 90 percent of the cash his wife will inherit in the S&P 500 index; the remaining 10 percent in short-term bonds.
March 10, 2014
The big secret to getting client referrals—and you'll hate itYou might think these six steps are silly or beneath you, but believe me, they work.
March 10, 2014
Will the situation in Russia increase life and annuity sales?Market instability promises flights to safety such as gold, money markets, treasury bonds, and life and annuity products.
March 10, 2014
Will the situation in Russia increase life and annuity sales?Market instability promises flights to safety such as gold, money markets, treasury bonds, and life and annuity products.
March 10, 2014
Understanding the Net Investment Income Tax: Calculation and ExamplesIn part two of our series, we look at examples of how the 3.8% NIIT works (if clients sold a residence, it could affect them).
March 07, 2014
Are the Markets Dancing on the Deck of the Titanic?For a quarter-century, financial markets have not known what it means to price the risk of a superpower confrontation and how it impacts the global business climate. Does the stock market reaction suggest another bubble?
March 07, 2014
Getting Clients to Follow Your Advice: The Overspending RetireeOlivia Mellan and Kol Birke on what to do when your now-retired clients spend much more than youand theyplanned to spend.
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