1 visitor like this article | Viewed 3693 times | 0 comment
Summary: When responding to direct mail, sometimes investors are just curious. It is really important to determine first who is just looking, wants some “free” information or hopes to get a lead or two before buying anything. Qualifying is a skill that few salespeople learn well. Every contact is not a lead, and every lead is not a qualified prospect. Here are some tips for qualifying upfront, which would help avoid the problem you raised in your question to me
1 visitor like this article | Viewed 3531 times | 0 comment
Summary: A majority of American women are confident they could manage the household finances if they lost their spouses, but many do not have all of the documents they need to handle the job, says a new study released Wednesday by BMO Private Bank in Chicago.
2 visitors like this article | Viewed 3571 times | 0 comment
Summary: Your firm has a unique culture, whether you craft that culture intentionally or it arises on its own. In every business, transformative events imprint on employees, clients and vendors. The way you handle business decisions and how you treat each of these parties impacts your firm's culture—and casts you as either a mercenary or a missionary.
1 visitor like this article | Viewed 3380 times | 0 comment
Summary: In the digital era, marketing for financial advisors has a new set of rules. Craig Faulkner, founder of digital marketing firm FMG Suite spoke Thursday at a Schwab’s Impact conference conference session on "Four Steps to Inbound Marketing Success: Leveraging Digital Media to Acquire Clients."
1 visitor like this article | Viewed 3400 times | 0 comment
Summary: We’ve taken a journey through the five levels of technology utilization in this series of blogs, Spenser Segal on Software Optimization, examining ways to save time while also improving accuracy and consistency. The efficiency and auditability gains will help to ensure you and your team can get more done in less time and not lose track of important client needs that must be taken care of.
