Long-term client relationships are often the foundation of a fulfilling and successful practice for financial advisors. Yet, building those relationships takes skill and care. Researchers found that relationships go the...
You are a top financial advisor and attend MDRT meetings. Your company also holds conferences that you attend as well as other regional professional meetings. These are often...
In today’s information age, referrals, which were our lifeline as financial advisors for decades, are dead. Everyone has everyone else’s name and number. The good news, though, is that referrals...
In this fast-moving world where our attention span becomes ever shorter, the first minute of conversations becomes key in turning your prospects into potential clients. Here are two analogies I...
