Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Lunar New Year's Resolution: 8 questions to guide your prospects to prosperity
By staff WriterAdvisors who are looking for a second chance at their New Year's resolutions should consider taking the Year of the Tiger by the tail and resolve to pursue abundance and prosperity for themselves and their families this Lunar New Year.
February 12, 2010
I've Looked at Clouds from Both Sides Now: Advancing the Fiduciary DebateAnother blog comment that advances the fiduciary discussion comes from an old friend, Stan Hargrave, posting in response to my blog #110 "Real World Woes...."...
February 11, 2010
Schulte Starts Lincoln AgencyThe Lincoln Financial Network is gaining an agency in Los Angeles.
February 11, 2010
Schulte Starts Lincoln AgencyThe Lincoln Financial Network is gaining an agency in Los Angeles.
February 10, 2010
Calling your new referral prospectsWhat do you say when you get on the phone with your new referral prospects? Here's a template from which you can base your own script.
February 10, 2010
Calling your new referral prospectsWhat do you say when you get on the phone with your new referral prospects? Here's a template from which you can base your own script.
February 09, 2010
S&P Puts Bank of America and Citigroup on "Negative" OutlookStandard & Poor's has revised the outlook for Bank of America Corp. and Citigroup Inc. to "Negative" from "Stable." For both companies S&P affirmed ratings.
February 05, 2010
Setting yourself up for LTCI sales successIt is a well known fact in the advising world that LTCI sales are among the toughest and most time consuming, and in the wake of the economic downturn, consumers are becoming even more wary of extra expenditures.