8 Articles! Meet the wealthy! Get onboard early! How to explain fees! More!
Eight articles!? Not bad for a snowy, cold week in January.? Feedback is really appreciated.? There is a Comment section below.
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My wife and I recently returned from our first ever Christmas cruise.? I am in awe of the different types of people you can meet under the ideal conditions, being on vacation on a luxury liner, at sea.
8 Things I Learned About Meeting Wealthy People On a Cruise ThinkAdvisor (1/16/24)
https://www.thinkadvisor.com/2024/01/16/8-things-i-learned-about-meeting-wealthy-people-on-a-cruise/
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Everyone wants to hire and retain talent.? Paying people more money is one approach, but that creates an upward spiral, great for the potential employee, but a long-term expense for the employer.? The heath care benefits on offer could seal the deal.
What Employees Want in Their Health Care Benefits (and Could Be A Deal Breaker) BenefitsPro (1/16/24)
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Many people get comfortable with a certain level of technology and stop learning.? Some advisors get comfortable with certain products and refuse to learn about new ones.? This might work for you, but many prospects and clients want a broad minded approach.
10 Reasons to Be an Early Adopter ThinkAdvisor (1/16/24)
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When you invest in the stock market, there are fees involved.? It is common sense no one works for free.? Some investors think you can invest for free and wonder why they should be paying an advisor.? Others wonder how paying works.? My article looks at answering these questions.
9 Ways to Explain Fees to Prospects Financial Advisor (1/15/24)
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Most of us like “found money.” No one wants to leave money on the table. People at your firm might not pay much attention to their employee benefits.? Do they know how much the same would cost out of pocket if they needed it but had to pay the bill themselves?
How ‘Price Tag Messaging’ Can Amplify an Employee Benefits Package BenefitsPro (1/17/24)
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The Federal Reserve is getting inflation under control, but it never completely disappears.? That published number is an average.? Let’s look at several categories that tend to keep climbing in price.? If your client needs a new roof, better not put the project off hoping it will get cheaper.
10 Things Unlikely to Get Cheaper Over Time Advisorpedia (1/18/24)
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Clients like to hear from their advisor or agent, but they want to understand the purpose of the call.? Simply saying hello is not enough.? Here are six practical reasons to get your client on the phone, reasons that can lead to business.
Six Topics to Talk with Clients About Early in the Year MDRT Blog (1/19/24)
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The stock market moves seamlessly from December into January.? To the market, it’s just another day.? For advisors, January 1st is the start of a new year.? If you want to grow your practice, you need new clients.? January is when you put a plan in place to get them.? Here are four ideas.
Four Strategies to Add 100 New Prospects in 2024 Horsesmouth (1/17/24)
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