General Electric is having a bad year, the questions savvy prospects are asking of advisors, and the CFP Board has a new chair-elect.
How to use the 'Dramatic Approach' to close a social prospect.
Focus on building social relationships with your clients.
The sales world has come a long way since Alec Baldwin's "Always be closing" rant.
While most advisors relax, get out there and get to know the people who will fill your pipeline.
An advisor who is armed with the knowledge of why affluent clients fire their advisor is extremely dangerous...to other advisors.
Remember to plan for the forgotten generation.
Research-backed strategies advisors can use to tell clients what their ideal client looks like.
