Banking On New Revenue
By Melanie WaddellWho says banks and independent advisors can't get along? Try this on for size: Everbank, the nationwide branchless division of Jack-sonville, Florida-based First Alliance Bank,...
June 29, 2003
Were moving!Effective June 30, 2003, the editorial offices of the National Underwriter/Life & Health and National Underwriter/Property & Casualty newsweeklies will be located at 33-41 Newark ...
June 29, 2003
New Texas Law Makes Race-Based Pricing A FelonyNew Texas Law MakesRace-Based Pricing A FelonyByTexas Gov. Rick Perry has signed S.B. 14, a bill that includes an amendment that makes criminally negligent use ...
June 29, 2003
8 Best Practices Of High-Performing Advisors8 Best Practices OfHigh-Performing Advisors1. Develop a Marketing Plan. All high-performing salespeople have used and continue to use a planning process. In contrast, most low-performing ...
June 29, 2003
The Investment Consulting Process1. The Presentation. Your goal at the first meeting is to qualify your prospect and determine if he or she is a candidate for your ...
June 29, 2003
Appointment Setting TipI am not concerned about double booking and make it common practice. Why? Industry history tells us that 35% of our appointments will cancel or ...