Sep 10, 2015

Advisor Talking Points: As you prepare for client interactions, reviews the 1997 and 1998 market declines and compares them to today's anxieties, analyzes China's position in the world today, and takes a look at reasons why the Fed should and should not raise rates next week.

Sep 4, 2015

What's Working Now: When many advisors think of assigning clients to different tiers of service--A-clients, B-clients, etc.--they see it as something to hide from the clients for fear of making someone think they are getting the short end of the stick. But this advisor openly shares her Client Service Matrix with her...

Sep 4, 2015

What's Working Now: Learn from this advisor's story how focusing her prospecting on women in transition is making her the local go-to person for financial questions related to divorce.

Sep 3, 2015

Finances are an area that many people experience a great deal of stress over--every volatile day in the markets attests to this fact. Helping clients to adopt a more healthy relationship to their money is a valuable service that will help lead them to live happier, more satisfied lives. On this episode of...

Sep 2, 2015

What’s Working Now: This advisor has been focusing on storytelling to turn prospects into clients.