Make policy illustrations clear for prospects
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to make policy illustrations clear for prospects.
- By: Jim Ruta
- November 10, 2015 November 9, 2019
- 06:15
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to make policy illustrations clear for prospects.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
While financial advisors are still subject to the rules, the budget change could undermine lawyers Charter challenge of the regime
PBO said the costs to administer the UHT could "significantly reduce" revenue generated
Risk of a trade war, inflation, higher interest rates accompanies U.S. vote
The result will be greater creativity and resilience