Advisor Sales Strategies

Is it just us, or do all consultants have weird clients? I'm referring to the concerns and problems people come to us to solve. Our ...

Can you relate to this? You're looking across your desk into the face of a couple who would be perfect clients for you. You know ...

Remember the movie "The Perfect Storm?" Several powerful forces collided to create that storm. Well, that's what you're about to see come together to generate ...

We know from research that 80% of revenue for most Financial Advisors comes from existing clients. In addition, of the remaining 20% of new business, ...

In March of this year, I conducted a research project. It was a survey of the financial professionals in my personal database. I asked them ...

The Rand Corporation and the federal government just dropped a bomb on the financial industry. Their new 228-page Report was released recently. It's titled: Investor ...