GeneralCommented on: 2 years ago (November 14, 2013)
I have purchased a structured settlement as an investor. I am now receiving monthly payments from Met Life for the next 20 years, IRR 8% to me. Why do people ask others on these forums rather...
Prospecting, Marketing and SellingCommented on: 9 years ago (September 22, 2006)
90 day guarantee on systems so you cannot lose
Rookies & TraineesCommented on: 9 years ago (July 30, 2006)
People fail because most of what financial institutions teach is wrong. They teach you from day 1 to postion yourself as a sales person by chsing people with YOUR agenda (e.g. send product...
Prospecting, Marketing and SellingCommented on: 10 years ago (May 30, 2006)
there's a 90 day guarantee so you dont have risk other than implementing the system
The deficiency of risk tolerance questionnaires is more basic than this article indicates. The client completes these in the calm and quiet of the advisor's office. Then watch how they react...
Like most advice for advisors, too ambiguous to be actionable. This is more "what to do" rather than "how to do it." Anyone can give talks like this--empty of anything useful.