Planning and Advice

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

Are you a CE slacker?

People often attend events just to get CE credits or because they’re obligated to go. Why? Holmes-Winton suggests that session creators focus on providing credits rather than qualify or content.

|June 29, 2012

2 min read