Do you need confidence for a successful practice? According to this article from MDRT coach Sandy Schussel, confidence will come as a result of taking action. Schussel suggests going from strength to strength and small victories to larger victories. “Look back on your career and on your life. Isn’t it…
Young advisors can have their careers stunted by bad advice, writes Allan Boomer of Momentum Advisors. He offers four myths that young advisors often encounter, including that they should work with young clients and that they must develop a niche. Financial Planning online
Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Tuesday April 24th 2018, co-host Leizer Gewirtzman, CPA ChSNC (Financial Advisor and Chartered Special Needs Consultant at Mass Mutual) did a superb job addressing questions related to financial planning for a family…
The relaunch of our Self-Directed Power Lunch (SDPL) meetings are off to a fast start. At our SDPL meeting on Thursday, June 8 2017, co-host Isaac Deutsch Account Executive, Brokers Central LLC did a fine job addressing the hot topic of Traditional LTC vs Hybrid LTC and Linked LTC products. Following…
Welcome to the relaunch of our popular Self-Directed Power Lunch (SDPL) meetings. At our SDPL meeting on Thursday, May 18 2017 co-host Peter Holmes CLU, ChFC, RHU, REBC, CASL (Life Insurance Consultant at The Guardian Life Insurance Company of America) did a superb job addressing questions posed and shared a…
Networking gives professionals a chance to learn how other people operate and to gain perspective about their career experience, making it "similar to benchmarking," writes Brian Murphy of Willis Towers Watson. Employee Benefit Adviser (6/27)
Small-business owners planning to exit their businesses for retirement or other reasons may be in for a rude awakening. New research conducted by Securian Financial Group shows that the vast majority of small-business owners are unprepared for exiting their businesses. The financial ramifications, especially for business owners counting on their…
An AssetMark study found that no particular personality style is most common among the highest-performing financial advisory firms. The study did find, however, that firms' hiring of staff and working with clients can benefit from use of the Dominance, Influence, Steadiness and Compliance, or DISC, tool to evaluate behavioral styles….
If you are an adviser working with qualified plans and IRAs, you do not want to miss NAIFA's Skill Builders Series Workshop "Serving Your Clients with Fiduciary Compliance." This four-hour course will give you the information and training you need to succeed in today's complex regulatory environment. By now, you…
6 tips to improve your public speaking voice By Brian Tracy From public speaking to cold calling, learning how to use the power of your voice can increase your persuasiveness. Read more
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