Advisors should follow the “7 C’s” when drafting LinkedIn messages to prospects, write Stephen Boswell and Kevin Nichols of The Oechsli Institute. Among their tips are to begin the message with something you may have in common with the prospect, offer context to the recipient and keep things conversational. WealthManagement
The traditional long-term-care insurance industry is struggling as the majority of consumers opt for hybrid LTC products linked to an annuity or life insurance contract. Of the roughly 350,000 LTC policies sold last year, less than 60,000 were conventional stand-alone LTC contracts, according to the American Association for Long-Term Care…
Advisors should pay close attention to how the financial-planning process affects clients emotionally, acknowledge their feelings and revisit the topic regularly, suggest clinical psychologist Stanley Teitelbaum and estate-planning expert Martin Shenkman. They also advocate breaking planning down into smaller steps to help clients feel less overwhelmed. WealthManagement
Main office
BROOKLYN OFFICE
Copyright © 2023 BrokersCentral. All Rights Reserved.
