The good news is that you’re acquiring a book of business. The more difficult part is finding ways to ensure that the right resources go to the right clients, and that clients feel their neeeds are continuing to be well served
These organizations can help you learn about your community, help others and improve yourself
A financial advisor who struggled in delivering a presentation to attendees asks what went wrong. He finds out about some of the common problems advisors make when using PowerPoint to deliver their messages
Persuading a client that independent life insurance is a better deal
How to make your message stand out in crowded inboxes
Segmenting is not discrimination; it improves service to a diverse client base
Buy the hardware and software you will need in the long run
What you can learn from the movies
They don’t have to be high net-worth to be profitable