A team that helps you support your clients’ needs during and after a sale is the magic ingredient for more sales, more generational business, more referrals, and nearly perfect client retention.
May 2017 |
Start by knowing yourself and your team, and surrounding yourself with the people, resources and programs that will help you succeed.
March 2017 |
Suggestions that will lead you to a massively successful year.
February 2017 |
When you’re the next generation to join the practice, you must represent the agency the same way the older generation and the rest of the staff have done.
January 2017 |
Get the right person for the job, support them, have clear expectations and put things in writing.
December 2016 |
Political advocacy has become a mandatory part of the advisor’s job.
November 2016 |
Don’t wait until December to start planning for next year.
October 2016 |
Start by becoming a discussion partner and earning your prospect’s trust.
September 2016 |
The mere mention of the word “annuity” can send clients running for the door if the proper context isn’t established first.
August 2016 |
Behind the scenes of a client’s happy retirement is a contingent of advisors working more subtly to address laws and regulations that could derail the client’s financial plans...
July 2016 |