Dallas: “I’ve read your book Elite Teams and thought it was full of useful information,” said Tim in a very complimentary tone. He then followed with his question, “I understand the importance of holding an annual retreat, but I’ve never held one...
As the retirement plan business becomes more complex and demanding, advisors can no longer dabble in the space. More will specialize, and many broker/dealers are already helping them up their game.
Greensboro: “I start my day with exercise – every day. And I insist that other members of our group take time to stay in shape as well” voiced Sam during one of our Rainmaker Focus Group sessions. This was an interesting comment that sparked a...
Advisors and insurance agents need to focus on building trust with consumers and clients in this environment, one in which the Occupy Wall Street movement dominates headlines, said Bob Baranoff, senior vice president of member benefits at LIMRA...
Las Vegas: “I’ve listened to a few of your webinars on social prospecting,” started Shawn, a new advisor at a recent conference. “The concepts make sense and they are all solid ideas, my problem is that I’ve only been at this for a year and some...
At least two national ad campaigns have been launched this year promoting segments of the financial advisory business, but don’t look for leaders in the broadly diverse industry to collaborate on a unifying campaign a la “Got Milk?” anytime soon...
In theory, working with professional athletes sounds like a wealth manager’s dream come true. The players are famous, have a lot of money and usually need a lot of help. But be careful what you wish for, say veteran observers: working with...
