“How to tell prospect they’re not a fit?”
Keep it brief. Make it about the opportunity – not the rejection. Put all the emphasis on the type of advisor who is correct and how they
Keep it brief. Make it about the opportunity – not the rejection. Put all the emphasis on the type of advisor who is correct and how they
The regulators don’t force insurance companies to provide in-force illustrations to their Universal Life policy holders and it allows them to deceive consumers who aren’t
“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. How do I meet them?” Whoa,
Question from a subscriber: “Should I spend some time asking my clients for Google Reviews? There is one ‘advisor’ I know who has 30 FINRA disclosures
Question from a follower: “Should I use a website pop up to get people to sign up for my newsletter?” There is no clearer way I
Question from a follower: “Should I use Microsoft Copilot? Should I use Perplexity AI to create meeting agendas and checklist?” There is no clearer way to
Question from a follower: “I’m sick of working with small accounts. I want to get bigger clients but I don’t know how.” Before I answer this,
Today’s daily tip: Financial advisors should avoid any and all wardrobe mistakes that compromise purity. Real talk: People will never ever say it, but they absolutely
If you are calling on corporate executives on LinkedIn:Pick 2-3 large companies within a 30 minute drive of your house. Learn the benefits at these companies. You may have to volunteer to do a couple of free 401k plan reviews. Create one posting a month about the most intriguing aspect of these benefit plans, things […]
Everybody talks about getting referrals from clients, but nobody really talks about what to do when they go south. What if the client doesn’t actually