To seize the opportunities presented by the money in motion era and attract and keep clients, advisors must adopt a proactive and multi-faceted approach
The cost of auto insurance has rendered it unaffordable for many, leading to a rise in uninsured motorists, from 11% of drivers in 2019 to 14% in 2022.
Importance of establishing a strong, long-term relationship with clients, and discuss complex issues such as estate planning and assisted living. #advisors
First step to understanding what kind of long-term care you may need as you age is to evaluate your family health history and risks for diseases. #retire
Selling was never meant to be a game. It was always meant to be a collaborative partnership where one person trusts the other to help them. #sales #growth
The key is not to train your referrers but to guide them gently and effectively to improve the quality of referrals without making them defensive. #growth
Will keep pitching to you until you purchased something. When you open the door of your house, you are connecting to people on a human level. #advisors
