They may not think of themselves as wealthy, but government employees can often approach their financial planning as if they are, thanks to an attractive collection of benefits.
It’s hard to develop a strong personal bond with a prospect over videoconferencing.
These verbiage mistakes can kill your positioning, make you seem pushy or showcase a sales-first mentality.
Emotionally connected, loyal clients are ideal clients.
Advisors in growth mode need to be careful about being blindsided by prospects who look good on Zoom but turn into difficult clients.
Seven tips to get the biggest reach and most engagement for your posts.
