You may think introverts are shy, but you'd be wrong. Shyness has nothing to do with it. The smarter you can be in recognizing how to make introverted and extroverted clients comfortable, the more successful you'll be in getting referrals. Here are six common misconceptions about introverts.
View full article
Over 25,000 business books were published in 2013. But if you pick up any books this year, these 10 ought to be at the top of your list.
With a little time and creativity you can deliver thoughtful, humorous, and useful gifts to your clients – on the cheap (less than $15). Take a look at these suggestions.
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.
Doctors and lawyers, sure. But are there any funny jokes about financial advisors? Here are a few. WealthManagement.com cannot guarantee that you, or your clients, will actually think them funny.
There are many types of follow-ups that could occur, depending on your interaction with an affluent prospect and their profile. In social circles, prospects typically fall into one of six categories.
There are endless closing techniques. The assumptive close, the reverse close, the yes-man close (series of “yes” questions), etc. We’re sure you’ve heard them all. But most are outdated, transparent to the prospect and quite frankly - reek of the proverbial salesman.
Do you remember the Quotron machine? How about ticker tape? Here are 10 technology innovations that changed life for financial advisors.
Every advisor can say they have good products and services, but how you respond to clients in transition, especially in times of grief, is key to building a better relationship, Amy Florian, CEO of Corgenius, told advisors at the Raymond James Women’s Symposium in St. Petersburg, Fla.
View full articles
Weddings can be an opportunity for advisors to catch couples before they make financial blunders that could have serious consequences. Here are 10 quick tips to help brides and grooms make good financial decisions as they tie the knot.
Take a look back at WealthManagement.com's top 10 practice management stories of 2013.
Sponsored Introduction Continue on to (or wait seconds) ×