financial planner

Articles tagged with financial planner


Focusing On Client Or Prospect Needs

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FOCUSING ON CLIENT OR PROSPECT NEEDS by Mary Beth Bolen There's a lot of talk about niche marketing or target marketing today. Many speakers feel that it's imperative to find a certain niche i...

How To Influence Your Clients

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HOW TO INFLUENCE YOUR CLIENTS by Michael Lovas In the 2000 Presidential campaign, a huge uproar erupted about politicians using subliminal advertising. Allegedly, the Republican Party cre...

Successfully Going Broke

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SUCCESSFULLY GOING BROKE by Roy Phillips Various studies conducted by an aggregate of trade groups report that insurance agencies and brokerages suffer from inconsistencies in manag...

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