Similar Articles |
|
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. |
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. |
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. |
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. |
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. |