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Nov 26, 2018

Realizing that most of his prospects were looking at 2-3 other firms, minimum, in addition to his own, this advisor started educating them on a crucial topic that most advisors are dropping the ball on. It helps him to rise to the top of the competitive heap and instantly convinces prospects of his desire to make...

Nov 16, 2018

What’s Working Now: This advisor shares how moving to paperless meetings and using a TV screen has wowed prospects and clients.

Nov 15, 2018

Advisor TalkingPoints: As you prepare for client interactions, Advisor Talking Points addresses the decline in oil prices, financial stress, and the earnings outlook.

Nov 12, 2018

Merging his passions created an unforgettable brand for this advisor and allows him to get to know clients and prospects in a truly personable, comfortable way.

Nov 5, 2018

What’s Working Now: This advisor shares why he decided to bring on two younger advisors – and make sure they know all the clients