People always remember their favorite gift, whether it was a Red Ryder BB Gun or a family heirloom from Aunt Polly. Anyone can send a fruit basket or a gift card, but creative advisors think outside the box to score big with their clients. Here are 10 gift ideas that have helped these advisors do exactly that.
When networking, the first impression you create sets the tone for how the prospect responds to all future contact with you. If you really want to prospect socially, you have to get the prospect to open up to you in the most natural way possible. Consider these tips...More
Special needs children face unique challenges as they transition into adulthood, attempt to gain functional independence, seek to become productive members of society and, eventually, have to face these challenges without their parents....More
The most successful financial
advisers take their time picking up new technology, focus on the
"client experience" and deemphasize back-office trades,
according to a new study from Fidelity Investments....More