In the transaction-oriented world of financial services, you can line your walls with articles, books, and CDs teaching you everything you need to know about investing money, reducing taxes, and ensuring suitable cash flow. That is essential...
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As with love, many people are stuck in bad relationships with financial services firms. According to a Market Strategies firms survey, 31 percent of American households feel obligated to continue doing business with financial ...
Your clients, prospects and COIs all have birthdays, but are you making the most of them? They can be an excellent reason to touch-base and deepen relationships. In this episode we walk through a number of creative ways to leverage this annual...
SCOTTSDALE — “I hear you about planning social events for the summer,” stated Roger as he cleared his throat before making his point, “but this is Arizona—it’s 110 degrees in the shade! This place is...
The Department of Labor’s fiduciary rule, released in April, highlights what our affluent research has been telling us for the past decade: The affluent want a professional to oversee the multi-dimensional aspects of their family’s...