Columbia: “Does any one firm have an advantage when it comes to working with the affluent?” asked Donald after my keynote. Before I could respond, he threw in another question, “What do financial advisors need to know...
As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting. Many review meetings are...
Chicago: “I know I might sound crazy to most people, but with your background in clinical hypnosis, I figured I’d take a shot and roll this by you,” prefaced Jason before asking “Is there any way to subliminally...
