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Financial Planning
September 1, 2012
William Ainson
13 Steps to Avoid Fumbling Your First Meeting With A Prospect Whether you are relatively new to the planning business or have been in the profession for decades, odds are you have lost potential clients as a result of mistakes made at a first meeting. mark for My Articles similar articles
Registered Rep.
March 8, 2012
Boswell & Nichols
The 3-Step Process for Closing New Prospects Many advisors put a great deal of thought into how they'll find affluent prospects, but less on how they'll convert these prospects in to clients. mark for My Articles similar articles
Financial Planning
October 1, 2011
William Ainson
Behind the Mask While financial planners should be working to shun potential clients from hell, they should also strive to attract the more "celestial" ones. mark for My Articles similar articles
Registered Rep.
December 1, 2006
Christopher O'Leary
Saving the Entrepreneur From Himself For financial planners, showing a business owner the value of his company -- the potential lump sum from a sale -- can focus the mind. mark for My Articles similar articles
Registered Rep.
February 14, 2012
Anne Field
The Art of Writing A Check When Jon Yankee and his two partners started their Reston, VA-based firm six years ago, they wanted to do it right. Among other things, that meant putting in place a clearly-thought-out compensation plan for both advisors and staff. mark for My Articles similar articles