How to Explain Structured & Non-Structured Loans: Helpful Advice
Borrowing money is a way of life. You are going to either borrow from someone else or you are going …
Qualified Plans: How to Explain What They Do to Clients
Advisors know there is nothing wrong with putting money in qualified plans. In fact, they are great long-term savings accounts …
Becoming the Grill Master
During the summer, many of us take advantage of the opportunity to grill out. It is a great time to …
How to Explain Mortgages to Clients: Do You Know What to Say?
Certainly, there isn’t any shortage of opinions from clients about which financial strategies are “best” for their mortgages. Each and …
Wealth and Income Potential: How to Best Prepare for the Future
After you’ve worked with enough clients, you know that many are under the misconception that their financial future would be …
Building Relationships: How to Engage with Potential Clients
Often the first time you meet someone, you will not sign them on as a client. So, take some of …
The Value of Visuals: How to Connect and Communicate with Clients
It’s a fact: people absorb information best from pictures and stories; yet, as an industry we continue to present brochures, …