financial professionals

Articles tagged with financial professionals


Agents Underestimate Their Self-Worth

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The cost of professional services continues to escalate, with partners in top CPA firms billing hourly rates of $400 or more, and partners in top law firms billing at rates even higher. Could a CPA or a lawyer really be worth that kind of money? How about an insurance agent? Kevin Stipe helps you to determine your effective hourly rate and its potential influence on your daily activities.

Approaching Friends For Referrals: I

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APPROACHING FRIENDS FOR REFERRALS: I by Bill Cates How do you approach friends, and others, about the work you do to get referrals? One of the challenges is that they haven...

Life Settlements: Think Outside The Box

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Your clients rely on you as their trusted adviser for innovative insurance and financial planning options. Due to recently enacted laws, financial professionals have the opportunity to add a new product to their client services: Life Settlements. Jolene Fullerton explains how this powerful resource can allow you to help your clients maximize the full potential of their Life insurance policies.

Secrets Of Credibility Marketing — Part 1

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SECRETS OF CREDIBILITY MARKETING PART 1: THREE SIMPLE WAYS TO IMPROVE YOUR CREDIBILITY by Michael Lovas As Michael Lovas was wr...

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