Practice

8 ways to improve your website

A website is one of the most important tools you can have. You may use social media or printed materials, but they should lead your audience back to your website. So, it needs to look professional.

By Fortunato Restagno |July 4, 2012

3 min read

6 ways to close a prospect

It’s rare a prospect will say, “Stop talking, you’ve convinced me. Where do I sign?” Instead, you’ve got to ask for the business. So how do you do it?

By Bryce Sanders |July 3, 2012

2 min read

Why prepay the funeral?

Most advisors don’t know the cost of a funeral. “I’ve been doing this 14 years, and every financial person says a funeral costs $10,000,” says funeral director Kat Downey.

By Melissa Shin |July 3, 2012

2 min read

Lunchtime Takeaway: Client financial competence

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |June 29, 2012

1 min read