How to Build a Solid Relationship with Prospects & Clients
Do you remember your first experience with a financial advisor? I do, I was in my early twenties and a ...
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How to Help Clients Pick Winners and Avoid Losses: Compound vs. Speculation Calculator
A major insurance company conducted a survey interviewing 439 people, ages 44 to 75. The survey gave them a choice ...
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Do You Ask Your Clients for Referrals?
Clients are a fantastic resource to meet new potential clients because they’re already seeking your advice. Still, it’s important that ...
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How to Explain the Personal Economic Model® to Prospects
As part of the Circle of Wealth® system, the Personal Economic Model® allows you to show prospects their current financial ...
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Why Work with You? How the Circle of Wealth® Helps Your Prospects
How can you truly help your potential clients see the value in working with you? The Circle of Wealth® system ...
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All Aboard! Taxes, Compound Interest and the IFR Train
Four of your financial planning clients board a train at the same location. Once on board they begin to talk ...
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How Are You Like a Golf Caddie? Your Role for Clients
Clients have a wide range of expectations that come to mind when they hear the term “Financial Advisor.” Early in ...
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How to Explain Structured & Non-Structured Loans: Helpful Advice
Borrowing money is a way of life. You are going to either borrow from someone else or you are going ...
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