Dan Richards
Three reasons prospecting doesn’t work, and how to fix it
- By: Dan Richards
- January 18, 2009 November 17, 2019
- 20:41
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
Revised rule introducing three tiers of MGAs seen as 'too broad', confusing
Breach not worthy of year-long suspension, CIRO panel finds
U.S. markets focused on AI stocks, plus this week's jobs and inflation data
Association also tightens compensation disclosure requirements