Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Your Client’s Brain: How to De-Stress
By Olivia MellanLinda Graham's techniques couple a traditional approach with knowledge of how the brain works, allowing you to use your heart to calm your brain.
February 08, 2013
The (nearly) foolproof way to contact a referralNot all referral prospects are created equal, but this straightforward strategy works with every personality type.
January 29, 2013
The $5.25 Million Question: How to Protect Your HNW Clients’ ChildrenThink your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.
January 29, 2013
The $5.25 million questionAs your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.
January 29, 2013
The $5.25 million questionAs your affluent clients seek to make wealth transfer decisions, they may wonder how to protect children from a financial windfall.
January 23, 2013
LPL Trust Unit Aims to Boost Sales, HiresThe Cleveland-based Private Trust Co. has added two executives and plans to work more with independent advisors affiliated with LPL.
January 23, 2013
3 trust-building strategies every advisor should useGenuineness, humor and honesty are among the most valuable virtues in the sales and consulting toolbox.
January 08, 2013
Defining the sales process, part 2If your prospect objects, dont despair. Ask the right questions to discover the reason.