From WealthManagement.com
0 visitor like this article | Viewed 3768 times | 0 comment
Summary:We’ve always been taught to be closing, you know the ‘proverbial ABC, always be closing,’ but your concept of the mini-close got my attention,” remarked Jared as a prelude to his question during a Q&A, “Most, if not all, of us would agree that the closing techniques we’ve been taught don’t work on people with money—but how much different is your suggestion?
From WealthManagement.com
Added on January 2018 in Join an RIA
0 visitor like this article | Viewed 4583 times | 0 comment
Summary: In a world where ensuring asset growth and gaining scale is important to every firm, you are on the radar of every recruiter and manager in your market.
From ThinkAdvisor
0 visitor like this article | Viewed 3375 times | 0 comment
Summary: Three out of four U.S. consumers in a survey who worked with a financial advisor said they were more confident in their financial future as a result of the relationship, Million Dollar Round Table reported Tuesday.
From InvestmentNews
Added on January 2018 in Form an RIA
0 visitor like this article | Viewed 10176 times | 0 comment
Summary: The DOL fiduciary rule implementation has been delayed. While consumer advocates applauded the new oversight, very few within the wealth management industry felt the regulation was anything but awkward and clunky. Fewer still believe that nonretirement accounts should have a different, lesser standard of care than retirement accounts.
From FPA
0 visitor like this article | Viewed 3438 times | 0 comment
Summary: Collectively, the financial services industry and, more specifically, the members of and advocates for the financial planning profession have done an atrocious job of articulating the value we provide. There are certainly exceptions to this rule, but on the whole, I think most of us can agree that we can do a lot better.
