Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
7 ways to warm up a cold prospect
By John BoeSuccessful salespeople understand that making the sale has much more to do with developing trust and rapport than it does with issues of lowest price, highest quality or the largest company.
March 03, 2010
The number one sales key: Listen to your clientsWhen a client is denied the chance to discuss their needs, a sale is practically out of the question.
February 09, 2010
Edelman: Trust In Insurers Creeps Higher (CORRECTED)U.S. consumers may trust insurers slightly more than they did a year ago, but they still distrust insurers about as much as they distrust media companies.
February 03, 2010
Collective Investment Trusts (or CITs) Gaining MomentumCITs' fees can be lower than those of actively management mutual funds, and they are overseen by banking regulators.
January 01, 2010
The Power of EmpathyThe fraud perpetrated by Bernie Madoff and abetted by Ezra Merkin, a money manager and financier, could succeed in part because the "weapons of influence"...
January 01, 2010
The Art of Communicating with ClientsWhy butt heads with irksome clients, when instead you can negotiate conflict: much less stressful and far more effective. In his handy book, Working with Difficult...
December 31, 2009
Keep your clients and get even moreIn the post-Madoff world, seniors are being clued in on the scams that might cause them to lose everything they have.
December 01, 2009
Danger & Opportunity: The Empire State's New POAEffective September 1, 2009 the New York State Power of Attorney Law (found in General Obligation Law, Article 5, Title 15 (Sections 5-1501 to 5-1514)...