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By Bill Good |
February 15, 2012
Advisors need to know the best times to send e-mail to be effective.
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By Bill Good |
January 26, 2012
It's difficult to get financial advisors to gently and persistently probe for additional funds.
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By Bill Good |
January 17, 2012
Don’t let these blunders derail your prospecting campaigns.
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By Bill Good |
December 26, 2011
You will destroy your team of financial advisors if you don’t pull the plug when you need to.
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By Editorial Staff |
December 26, 2011
The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....
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By Bill Good |
December 26, 2011
In my July article in Research, I published an appeal to advisors to fill out my “Best Practices 2011” survey. Over 380 FAs responded. To everyone who helped: Thankyouverymuch!!
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By Bill Good |
December 22, 2011
It's time to look at how important your time is and try some key time-management strategies to improve your practice.
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By Bill Good |
December 14, 2011
Being enthusiastic creates an immediate change in your sales results. As an added benefit, people’s reaction to your enthusiasm makes you feel better. It’s clearly win-win.
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By James J. Green, AdvisorOne |
December 1, 2011
Comprehensive, objective survey of advisors and their partners will go where no studies—or consultants—have gone before.
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By Bill Good |
November 30, 2011
You will get better results from prospecting with a product than a concept, and better results with a concept than a service.