The most successful financial professionals are able to decode a prospect’s non-verbal cues and adjust to them on the fly. By slowing down and paying attention to your prospect’s body language and subtle facial expressions, you...
Department of Labor releases its first wave of FAQs on the fiduciary rule, baby boomers seek more advice from advisors than millennials and CentSai launches experts section.
Most successful professionals, regardless of their profession, use a coach. In Episode 41 of the Stephen and Kevin Show, the guys offer some valuable tips for getting the most out of these types of relationships...
Introductions are the most powerful form of word-of-mouth marketing. Our research on elite financial professionals and affluent investors continues to reinforce this fact. When one person intentionally introduces a service provider to someone the...
Most successful professionals, regardless of their profession, use a coach. In Episode 41 of the Stephen and Kevin show, the guys offer some valuable tips for getting the most out of these types of relationships.
Understanding human behavior, especially with the affluent, is critically important to high-level sales skills. By understanding some of the common psychological biases, you are able to better understand yourself, your clients, and your prospects...
