Remind Your Clients Investing Is a Marathon

Remind Your Clients Investing Is a Marathon

Despite regular and sometimes frightening dips markets continue to rise incrementally over time, continually setting new highs. The problem is that many clients disbelieve this; they panic when the...

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Where Should You Be Focusing

Where Should You Be Focusing

“Where should I be focusing?” is a question for all advisors, but especially young advisors, who are wondering where to focus when starting their practice. I received an email...

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5 Tactics to Get Prospects off The Fence

5 Tactics to Get Prospects off The Fence

Breaking a prospect’s apathy is difficult. Telling someone to invest or think long term is like telling someone to be patient. And telling someone to be patient simply doesn’t work....

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What Not to Do in The First Client Meeting

What Not to Do in The First Client Meeting

It takes hard work and perseverance to set up a first appointment with a potential client. Don’t waste this precious opportunity by approaching the meeting in the wrong way...

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