Advisors know there is nothing wrong with putting money in qualified plans. In fact, they are great long-term savings accounts that provide tax deferral on …
Qualified Plans: How to Explain What They Do to Clients Read post →
During the summer, many of us take advantage of the opportunity to grill out. It is a great time to enjoy family, friends, the outdoors, …
Certainly, there isn’t any shortage of opinions from clients about which financial strategies are “best” for their mortgages. Each and every day our clients are …
How to Explain Mortgages to Clients: Do You Know What to Say? Read post →
After you’ve worked with enough clients, you know that many are under the misconception that their financial future would be brighter if they could just …
Wealth and Income Potential: How to Best Prepare for the Future Read post →
Often the first time you meet someone, you will not sign them on as a client. So, take some of the pressure off and learn …
Building Relationships: How to Engage with Potential Clients Read post →
