The Industry Must Attract, Not Recruit, Female Advisors

The financial services industry can attract female advisors by harnessing causes women are passionate about and employing previous career experiences.

January 2019 |  Read Article

Five Great Ideas For Retaining Customers For Life

Holding on to clients for life is not as difficult as it seems. Just follow these steps.

December 2018 |  Read Article

Who Leads The Sales Dance?

Like it or not, we are not always the lead; sometimes we have to follow.

November 2018 |  Read Article

Manage Rejection And Keep Moving Forward

This advisor’s advice for handling rejection will come in handy as you deal with the many “no’s” you will likely receive from prospects.

October 2018 |  Read Article

How To Gain Traction In The Growing Hispanic Market

Understanding the nuances of this important group can lead to strong relationships that are critical for success.

September 2018 |  Read Article

Turning Contacts Into Advocates

Four steps to help you build effective relationships with your centers of influence.

August 2018 |  Read Article

What Makes Advisors Great?

A key attribute is their recognition of the value of political advocacy and their willingness to get involved.

July 2018 |  Read Article

Why You Need A Business Succession Plan, Now

A business succession plan makes sure that you, your clients and your staff will be taken care of when you are ready to exit the business.

June 2018 |  Read Article

Life Insurance Uses That Appeal to Wealthy Clients

Here are a few non-tax reasons your clients should secure life insurance.

May 2018 |  Read Article

The Tax Cuts and Jobs Act: What It Means for Advisors

This piece of legislation is the most significant overhaul of the U.S. tax code in more than 30 years.

April 2018 |  Read Article

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