Practice

How to answer, “What’s your minimum?”

You’re chatting with someone at a networking event and he asks what your minimum is. Giving the wrong kind of answer can turn a prospect off.

By Bryce Sanders |December 30, 2013

2 min read

Understand PoA requirements

Getting it right will spare your clients headaches down the road.

By Darren Lund |December 24, 2013

5 min read

3 tips to explain compensation

When explaining compensation, follow these three simple steps to ensure you cover all bases.

By Suzanne Sharma |December 23, 2013

1 min read

Why investors need advisors

Financial advisors are middlemen. Investors have abundant knowledge at their fingertips, and constantly see ads for online investing. A California-based advisor I know has an innovative way of explaining how he adds value.

By Bryce Sanders |December 23, 2013

3 min read