JMC Wealth Management founder Julie Murphy talks to Michael Kitces about how her focus on money and emotions led to strategic alliances with not only attorneys and CPAs, but also psychologists and meditation specialists.
Teams who excel in learning about their clients’ connections tend to get more referrals and introductions.
Sales Pro Insider founder Nancy Bleeke describes to Michael Kitces her non-traditional sales training approach.
Use these strategies to find new prospective clients.
Raymond James’ David Patchen shares his insights into how to ask prospects the right questions.
Everyone, including rainmakers, experience failure. It’s how they handle defeat that sets top advisors apart.
Understand how the affluent select an advisor.
The secret is to put yourself in the prospect’s shoes and take preventive measures.
