By Curtis Brown Focus your prospecting efforts on specific niche markets to acquire more clients. Do you want to master 20 different markets or just a few? You can’t be an expert in everything nor can you be all things to all people. You may have started in the business accepting any client that was… Read more »
Posts By: Cindy Beuoy
Imagine it’s 2:30 in the morning. You are a trauma surgeon trying to save the life of an accident victim with multiple gunshot wounds. Your team is ready to go. The airways are checked. Breathing is checked. The circulatory system is stabilized. The life of that patient relies on you and your team working… Read more »
Advisor Teams can benefit from coaching.
By Curtis Brown, Vice President, Supernova Coaching The age of the sole practitioner advisor is giving way to team-based advisors for many reasons. There are too many products and services for a sole practitioner to be an expert on all of them. The price compression in the industry requires gathering and managing larger numbers of… Read more »
Rob Knapp interviews Bill Cates, author of the Referral Minute Newsletter.
Bill has revolutionized the way financial professionals generate an abundance of high-quality referrals. You can visit him at http://www.referralcoach.com
Ponzi Schemes have been around since man first exchanged money for services. There are hundreds of Ponzi Schemes going on as we speak. There are over 50 that are exposed each year, with over 150 exposed in the wake of the Great Recession. Some are pure scams, while others are somewhat market dependent.