Sensitivity, comfort come first when a client is grieving
Tell an anecdote about the deceased person, suggests Julian Wise, and offer to help with household necessities
- By: Jade Hemeon
- May 31, 2010 January 31, 2019
- 13:58
Latest news in Building Your Business
Building your book through existing clients
To increase “share of wallet,” it’s important to focus on the clients with the biggest accounts
- By: Jade Hemeon
- May 31, 2010 January 31, 2019
- 13:58
Be patient, and delegate
Too many advisors take a disorganized or inconsistent approach to marketing, then give up on it altogether when things don’t work out. Here are some…
- By: George Hartman
- May 31, 2010 January 31, 2019
- 13:48
Consistency is key to your marketing program
The image you are trying to establish must be consistent with the expectations of your target market
- By: George Hartman
- May 31, 2010 January 31, 2019
- 13:48
Key lessons from top advisors
Conference offered useful ideas on client communication, team management
- By: Dan Richards
- May 28, 2010 January 31, 2019
- 11:01
Getting the most from client interviews
It’s crucial to prepare for interviews in advance and ensure that connecting with the client, not just landing business, is the goal
- By: Dwarka Lakhan
- April 29, 2010 January 31, 2019
- 13:31
Understanding comes first
Focusing on the Muslim community
- By: Megan Harman
- April 29, 2010 January 31, 2019
- 13:31
Give angry caller a chance to vent
When dealing with an irate client, first let them do the talking
- By: Rudy Mezzetta
- April 29, 2010 January 31, 2019
- 13:31
Joining the online social media web
Is the world of Facebook friends and Twitter tweets any place for a financial advisor? Yes, say online social media experts, but you have to…
- By: Olivia Glauberzon
- April 29, 2010 January 31, 2019
- 13:31
Working through an agonizing dilemma
Hiring an assistant is one of the most important decisions you will make for your business
- By: George Hartman
- April 29, 2010 April 29, 2010
- 13:31
Are you a friend, a connection or a follower?
A guide to popular social media sites
- By: Olivia Glauberzon
- April 29, 2010 April 29, 2010
- 13:31
Being creative about compensation
When it comes to setting salaries and bonuses, it helps to get advice from those who have experience in hiring staff
- By: Wendy Cuthbert
- April 29, 2010 January 31, 2019
- 13:31
Should you take Apple’s tablet?
The iPad’s attraction is that it bridges the gap between a smartphone and a conventional laptop
- By: Danny Bradbury
- April 29, 2010 April 29, 2010
- 13:31
Niche market
Advisor focuses on the Muslim community
- By: Megan Harman
- April 29, 2010 January 31, 2019
- 13:31
A few simple rules can help you avoid email blunders
Use the subject line, make sure the recipient wants to hear from you and don’t rule out an old-fashioned conversation
- By: Monica Joseph-McIntyre
- April 29, 2010 April 29, 2010
- 13:31
Assessing accidental death and CI riders
Planners suggest looking carefully at actual client liabilities and needs before using riders for additional coverage
- By: Gavin Adamson
- April 29, 2010 January 31, 2019
- 13:31
If you don’t succeed, author says, quit
The key is to make your exit at the right time, for the right purpose and in the proper way
- By: George Hartman
- April 29, 2010 April 29, 2010
- 13:31
Prospecting should be a process
Some advisors spend months developing a relationship before asking for a meeting
- By: Dan Richards
- April 29, 2010 January 31, 2019
- 13:31
Can client establish stability after bankruptcy and divorce?
Modest goals, careful planning and tax-sheltered savings can help a single father who is essentially starting over at 50
- By: Catherine Harris
- April 29, 2010 January 31, 2019
- 13:31
Spring is in the air — and so are allergens
When it comes to the treatment of seasonal allergies, prevention is the best medicine. Try to avoid the causes of your grief
- By: JoAnne Sommers
- April 29, 2010 January 31, 2019
- 13:31
The millennials are here
The new generation of clients is eager to start saving and investing
- By: Megan Harman
- March 31, 2010 March 31, 2010
- 17:04
Client is having trouble keeping within her income because she is used to spending freely now that her children are independent
- By: Catherine Harris
- March 31, 2010 March 31, 2010
- 10:22
Focusing on leadership: Margaret Cameron
Advisor has successfully blended financial planning with leadership consulting
- By: James Bagnall
- March 31, 2010 March 31, 2010
- 10:22
Specific riders can serve clients’ special needs
The children’s protection rider and disability waiver of premium rider are the most common, as they’re offered by most insurers
- By: Gavin Adamson
- March 31, 2010 March 31, 2010
- 10:22
Simple food safety tips can prevent food poisoning
A sandwich that is left out of the fridge can develop hazardous bacteria in just a couple of hours
- By: Monica Joseph-McIntyre
- March 31, 2010 March 31, 2010
- 10:22