PCN

Advisors: "You need new clients. All financial professionals do. Ideally, they would want to clone their best clients. Your best clients want you to succeed. They might ask: "Tell me how I can help?" Everyone likes free food and fancy restaurants. Bring this together, and you have the client-prospect dinner, a prospecting strategy that has withstood the test of time." Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 Original Post: https://lnkd.in/gw_qpmYt #clientprospecting #wealthmanagement #clientdinner #dinnerparty #financialadvisor

ADVISORS: "Your clients want to help but do not know how. They might not know billionaires or surgeons, but they know dozens of people in similar circumstances. If you've helped them, that's an easy story for them to relate. Nothing succeeds like success." Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 #referrals #growingbusiness #newclients #clientrecruitment #wealthmanagement

Happy Monday! Start today off by taking a moment to focus on the week ahead with a little Monday Motivation. Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 #monday #mondaymotivation #startdoing #financialadvisor

Advisors: "Regardless of the model they embrace, there are some shared best practices that all advisors should be aware of as they plan for a move and eventually transition their business. Getting the process right is of paramount importance, especially when it comes to preventing compliance issues or negative client experiences." Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 Original Source: https://lnkd.in/gDU2SKrn #wealthmanagement #financialadvisor #business #financialplanning

Advisors: "If thousands of federal employees are being laid off or their agencies are closing, they face significant financial and benefits-related changes. You can play a key role in helping them transition smoothly while adding value and building a profitable practice." Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 Original Source: https://lnkd.in/gY3bUBEx #federalemployees #layoffs #usgovernment #wealthmanagement

Happy Monday! Start today off by taking a moment to focus on the week ahead with a little Monday Motivation. Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 hashtag #motivation #mondaymotivation #financialadvisor #wealthmanagement

PCN is excited to announce that we are expanding our team! We are looking for dedicated external wholesalers to join us. Currently, we have two open positions available, offering you the opportunity to work with existing accounts and foster new Broker Dealer Relationships. If you are passionate about this field, we invite you to apply through the following link: https://lnkd.in/gM_uRDCs

Advisors: The only person a client should rely on for long-term care needs is the younger version of themselves now. Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 Original Source: https://lnkd.in/gJBN3hBd #ltc #ltcplanning #longtermcare #eldercare

Advisors: "Becoming a museum member is often inexpensive. You'll have events to attend. Involvement will cost you money, but you're supporting a noble cause. You're also getting into the same room with people you don't know yet... Many have potential on several levels." Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 Original Article: https://lnkd.in/gZMQ7rTN #museums #philantrhopy #prospecting #financialadvisor #wealthmanagement

Advisors: "Why do clients who seem to be doing well have such a hard time committing to?long-term retirement savings plans?or other long-term plans? One reason may be that recent inflation trends have put U.S. consumer financial resilience on an extreme rollercoaster." Reach out to PCN and learn how we can support you and your clients' planning relationship utilizing viable wealth protection solutions: https://lnkd.in/eVGVQaR5 #financialmarkets #marketuncertainty #wealthmanagement #inflation