From ThinkAdvisor
0 visitor like this article | Viewed 3700 times | 0 comment
Summary: Many financial professionals have heard a client say: “Just tell me what I can do to help you!” The response you would love to give is “Send me clients.” You can’t say that! Where can you take this conversation?
From ThinkAdvisor
Added on November 2019 in Form an RIA
0 visitor like this article | Viewed 3933 times | 0 comment
Summary: When it comes to the potential liabilities associated with compliance failures, the numbers don’t lie.
From wealthmanagement.com
0 visitor like this article | Viewed 3284 times | 0 comment
Summary:[podcast] Beverly Flaxington, founder of The Collaborative, details her approach to sales training and how to conduct a meeting with a prospect.
From InvestmentNews
0 visitor like this article | Viewed 403 times | 0 comment
Summary: Here's a warning: Your clients are going to expect a lot more out of you in the coming years than you are probably providing today. And if you don't start preparing for it, you might as well get out of the business.
From Financial Planning
0 visitor like this article | Viewed 3730 times | 0 comment
Summary: There weren’t any fallings-out or anything wrong with the group, it just no longer supplied the support structure I needed. I’ve since moved to quarterly one-on-one conversations with select advisors. It suits me much better.
