How to find all the clients you want
You may be a genius financial advisor, but without clients, you won’t be a successful financial advisor. A dynamic marketing strategy is critical to attracting the clients you can best...
Tag Archives: video
Why partnering with specialists on cases is a win for all
In our industry, especially in MDRT, we participate in a lot of joint work with other financial advisors and specialists. This can be a winning situation for all involved. It...
Green means go
The financial services industry is one of the most amazing and rewarding industries that I’ve ever participated in. I saw the difference financial planning could make when I was a 30-year-old...
Build trust with clients by being a better listener
The simple act of listening to your clients and asking them questions that encourages them to tell you more about their life stories can elevate you to truly a non-transactional...
