You never know what to expect when prospecting in social circles. Affluent prospects, like people in general, come with a rainbow of personalities. Some are polite, others are obnoxious, while still others act like they couldn’t...
A third of plan sponsors not working with an advisor say they’re likely to do so in the future, and six in 10 plan sponsors with assets between $25 to $75 million expect to hire an advisor, according to a new study by MassMutual. This...
This shouldn’t come as revolutionary news to you.
Many so-called experts have given their 2016 predictions: “Brace yourself for volatility,” “Be prepared for a downturn,” and so on. All are focused on the short term. Financial gurus such as Larry Fink and Warren Buffett...
Investors choose their financial advisors based on emotional triggers over logic every time. How are you connecting with your clients?
With so many new business books published—over 8,000 from just the major publishers in 2015—it’s hard find the titles that will really make a difference to financial professionals. But we searched far afield to find lesser-known...
“You’ve got a real way with turning a phrase, it’s like you’re a wordsmith,” a recent advisor complimented with a conspirator-like smile as she asked “Do you have any tricks up your sleeve to get people to do...
Use social media to connect with clients and colleagues during the holidays, but do so wisely.