04/8/2013 | Bloomberg The budget plan that President Barack Obama will propose this week calls for limiting IRA assets to $3 million, with an estimate that it would generate $9 billion in revenue over the next 10 years. The White House said in a statement that some wealthy investors are able…
Why would anyone want to cold call? Why would anyone want to continue to cold call? Well, because it’s the most direct and effective way to generate new business. The problem is, of course, that most agents cold call badly, which is why it does not work for them. If…
How to win clients — and keep them Clients want to be listened to and want their calls returned quickly, but that’s just the start of what keeps a client on board, financial advisory coach Steve Wershing writes. “The ‘Why you?’ question is one that stumps most advisors,” he writes….
“Crafting the Right Policy” April 18, 2013 * 2:00pm – 2:30pm EST From this webinar you will learn: The 5 main issues of the policy design Long & Lean vs. Short & Fat Creating the best value with limited funds Betty Doll Betty is the Principal of Doll…
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