Don’t lose clients to tech
Some experts suggest that advisors are going to be out of a job, as people are now buying everything online, including life insurance. It’s true that we buy more things...
Some experts suggest that advisors are going to be out of a job, as people are now buying everything online, including life insurance. It’s true that we buy more things...
If a client or prospect doesn’t understand why they need additional medical insurance policies, I use the following metaphor. I have a bad habit of not bringing an umbrella when I...
As I look back on my journey of embarking on my second career as a financial advisor, it was daunting. I started from nothing, and I had a family who...