Protecting Your Practice as a Wealth Manager

  Perspective is drastically important in this business, as a wealth manager discovered during a routine visit I had with him and his client. This one meeting has changed the advisor’s outlook on his entire practice. And I believe it will have an impact on many other advisors. The  reason for this point-of-sale meeting with the 65 … Read more

Ask Your Clients About Their Life Insurance

[vc_row][vc_column width=”1/1″][vc_column_text css=”.vc_custom_1460645971147{margin-top: 40px !important;}”]Many advisors don’t know where to start when it comes to talking about life insurance with their clients. And that’s okay. It is not an easy conversation to have. Go back to the basics to engage the client. ASK QUESTIONS! All you have to do is ask one of the following questions and … Read more