Long-term care rising at three times the rate of inflation, baby boomers feel more confident about retirement and advisors struggle with referrals.
Only 11 percent of advisors claim to know whether their clients have pets. Doing so provides a unique emotional connection.
Bridge the gap of emotionally connecting with affluent clients in order to win word-of-mouth influence.
Most advisors have been trained as salespeople, making them tone deaf to the finer nuances of affluent sales.
A subtle change in LinkedIn's search feature lets you again search a connection's connections.
The first in a series of podcasts from Brad Johnson.
Be prepared to say the right thing at the right time.
General Electric is having a bad year, the questions savvy prospects are asking of advisors, and the CFP Board has a new chair-elect.
How to use the 'Dramatic Approach' to close a social prospect.
Focus on building social relationships with your clients.
