Reps say their clients don't want insurance but their clients say they do. If you want to hold onto these clients, you might want to consider their insurance needs more carefully
whether you are leading a wealth-management team or are a sole practitioner should not be the determining factor in deciding if you should target the affluent.
One of the most financially attractive exit strategies for the owner of a closely held business is to sell his company stock to an employee stock ownership plan (ESOP). An ESOP-assisted buyout can serve as a successful business succession plan...
At our last branch meeting, our manager took us all to the woodshed, complained Sal, a broker from Houston. It was over the complaints we were getting from clients about feeling rushed, being put on hold and getting transferred to the wrong person...
A Chicago financial advisor recently lamented to me: I feel like we're offering a complete array of wealth-management products and services, but we aren't as consistent in delivering those products and services as we should be. The advisor's...