Communication

Life

Show clients your insurance commissions

Regulators do not yet require it, but some may want to start

By Staff |September 3, 2013

1 min read

Planning and Advice

How to captivate clients

Make sure you communicate effectively with every client.

By Martha Porado |August 21, 2013

2 min read

Planning and Advice

Will the commission debate affect advisor business valuations?

The commission debate is gaining momentum, which could make your practice hard to sell if you don’t make your value clear.

|August 19, 2013

2 min read

Planning and Advice

What clients find on Google: What’s a financial advisor?

When clients look for financial advisors online, results aren't always positive.

August 6, 2013

3 min read

Find and meet online prospects

Most advisors can’t move their online prospect relationships offline. That means they see no return on investment for their efforts, so they often give up on their social media marketing strategies. But that’s a mistake. In this article, I’ll show you how to transition your client relationships on LinkedIn since it’s the most effective network for advisors.

3 min read

BlackBerry 10 is different

The new BlackBerry 10 (BB10) is different from Android and Apple smartphones. It’s an improvement on the old BlackBerry, but still equipped with what users know and love: tools to keep them organized and facilitate communication. Here are some of the new features.

By Kevin Cork |June 4, 2013

3 min read

Communication

Show clients your insurance commissions

How to captivate clients

Will the commission debate affect advisor business valuations?

What clients find on Google: What’s a financial advisor?

Keep embedded commissions, says Invesco president

Manipulate psychology to increase savings

Find and meet online prospects

Help a client who’s being sued

BlackBerry 10 is different

3 ways to tell clients they’re too small