Video: How to deliver a great presentation
By Daniel WilliamsAs advisors, you are constantly in front of clients.
May 01, 2009
Just say no to objectionsThere are numerous reasons for clients and prospects to say "no" to advisors these days.
May 01, 2009
Selling in All SeasonsWho: Stanton C. Selbst, SmartPros Where: Madison Bistro, 238 Madison Avenue, New York City When: March 17, 2009 On the Menu: Sole filet Colbert style, fried leek, and...
May 01, 2009
Asset AllocationBehind the Numbers, with Gail Dudack In the April 8 release of Direct from Dudack, her intermittent one-page report on economic events, Gail Dudack asked, "When...
May 01, 2009
Expert's Corner: Stage FrightI write this as we enter the fifteenth month of the bear market, when keeping our clients calm and focused on their financial planning goals...
April 30, 2009
Some Boomers Are Ready To RollA small but growing number of baby boomers are planning to move to age-based communities when they retire.
April 30, 2009
Just say no to objectionsThere are numerous reasons for clients and prospects to say "no" to advisors these days.
April 29, 2009
Making the Switch: Is Captive or Independent Best for You?In tough times, agents may be struggling with the decision over whether to become captive or stay independent. The American College's assistant professor of insurance, Allen McClellan, helps you...