Digging Out David Stern There are well over 750 salespeople who are registered to my blog. Some of you live in the Northeast and are quite happy today for an extra day or so off. I hope that you take advantage of this extra time and are at least coordinating…
Video Link: Getting Clients to Bring Guests to Your Event What’s the best way to ensure a client actually brings a guest – interested in meeting you – to one of your social or educational events? In this 2-minute video, Bill Cates tells you how! And you’ll get a glimpse into…
Commentary: Financing is a key consideration in continuity planning Financial-advisory firms need to consider where they will obtain operational funding if an owner dies or becomes disabled, writes David Grau Sr. of FP Transitions. Life insurance or lump-sum disability insurance can be a good solution for continuity planning, Grau writes….
Commentary: Culture is a top consideration for how advisers lead Advisers need strong leadership skills along with their management skills, especially if their firm has other employees, writes Glenn Kautt of Savant Capital Management. Advisers should consider their firm’s culture and find the leadership style that is the best fit,…
Survey: Advisers show little concern for cybersecurity The threat of cyberattacks is getting little attention from financial advisers, according to a survey by InvestmentNews. Only 30% of respondents plan to spend money on cybersecurity in 2015. InvestmentNews (free registration)/The INsider blog (12/31)
NAIFA President McNeely among growing ranks of female insurance leaders Juli McNeely, the first woman to serve as president of NAIFA, is among a growing group of female leaders in the insurance and financial industry, Linda Koco writes. Women tend to have relationship-building skills that can benefit the industry as…
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