From RIA Match
0 visitor like this article | Viewed 3582 times | 0 comment
Summary: My name is Bill McGuire and I am RIA Match's Director of Strategic Business Development, with over a decade of experience working with RIAs. I'm editor for Knowledge and Insights Digest and My Story weekly subscriber blog. If you haven't written your 'My Story' yet or have a platform question, email me at support@riamatch.com
From wealthmanagement.com
0 visitor like this article | Viewed 3521 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 wealthmanagement.com
0 visitor like this article | Viewed 3784 times | 0 comment
Summary: It is the official season for gift giving. While some advisors have already sent out their gifts to beat the holiday shipping jam, others are still wondering what to choose. Advisor Ryan Hughes at Bull Oak Capital in San Diego is part of that gaggle searching for ways to show client appreciation in a timely and cost-effective manner.
From wealthmanagement.com
0 visitor like this article | Viewed 3770 times | 0 comment
Summary: Allow me to ask you a question; if I shared with you the No. 1 social activity corresponding with new $1 million or greater clients coming into your business, would you be interested in hearing more details? My guess is that most of you would. After learning about this social activity, would you do it?
From
0 visitor like this article | Viewed 3742 times | 0 comment
