Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.
Market Opinion 3/11/2020
The stability of global markets is a major concern of government officials and investment professionals. Investors are reeling as markets drop, but... READ MORE
Financial Advisors 3/10/2020
Here is a brief Market Decline Prep Script you can use now, while the market is still relatively high, with each of your clients. You can also use ... READ MORE
Market Opinion 3/5/2020
In our Calm, Steady, and Common Sense series, we endeavor to bring you information to help you through the current market that may be helpful in ex... READ MORE
Prospecting 3/4/2020
Joe Girard was a master of making people feel welcome, comfortable, and appreciated. However, it was his method of doing so that separated him from... READ MORE
Market Opinion 3/2/2020
On Sunday, March 1, as of the writing of this report, the Wall Street Journal reported that Rhode Island and New York have their first Coronavirus ... READ MORE
Market Opinion 2/28/2020
We have all dealt with market, economic, or geopolitical events and the fear they may cause. Generally, this fear is the perception of the current ... READ MORE
Self Improvement 2/27/2020
In this post, some topics for client conversations are discussed, as well as remedies to concerns which clients may have to developments in the mar... READ MORE
Financial Advisors 2/25/2020
Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ... READ MORE
Sales Development 2/20/2020
Bankruptcies are common among professional athletes, winners of the lottery, and celebrities in the public eye. READ MORE
Self Improvement 2/18/2020
With so much distraction, dysfunction and noise going on, it’s more important than ever to streamline your practice by systematizing all your proce... READ MORE
Prospecting 2/13/2020
When clients are not sure who to pick or how to differentiate amongst a sea of financial advisors, knowing you belong to a similar group of people ... READ MORE
Financial Advisors 2/11/2020
In this post, 17 inspirational and motivational opinions on the financial advising industry are laid out for our financial advisors to read. READ MORE
Financial Advisors 2/6/2020
Hypothetically, let us say that as a financial advisor on October 9, 2007, you had a client with $1 million to invest who would need use of that mo... READ MORE
Self Improvement 2/4/2020
Helen Keller was once reportedly asked, “Is there anything worse than being blind"? She replied, "Yes, a person with sight and no vision". READ MORE
Sales Development 1/30/2020
Even though the Tony Robbinses or the Zig Ziglars of the world promise to impart the secrets of selling to those willing to dish out hundreds or th... READ MORE