The commission debate is gaining momentum, which could make your practice hard to sell if you don’t make your value clear.
When clients look for financial advisors online, results aren't always positive.
Compensation does not drive sales –- performance does.
The only thing more difficult than getting a client into the savings habit is getting her to save more.
Most advisors can’t move their online prospect relationships offline. That means they see no return on investment for their efforts, so they often give up on their social media marketing strategies. But that’s a mistake. In this article, I’ll show you how to transition your client relationships on LinkedIn since it’s the most effective network for advisors.
You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?
The new BlackBerry 10 (BB10) is different from Android and Apple smartphones. It’s an improvement on the old BlackBerry, but still equipped with what users know and love: tools to keep them organized and facilitate communication. Here are some of the new features.
You’ve got a young client who doesn’t meet your asset minimum. Here’s how to gently tell him he’s too small, while keeping the door open so he comes back when he’s built his wealth.
We've looked at 10 expressions you should never use with clients. Here are 10 more.
You may choose to have an asset minimum for prospects as your business grows.