To help you open a best interest contract conversation with your clients, download the PDF of this document that includes the 3 Easy Questions To Help To Segue Into The DOL / Best Interest Contract Conversation.
FINANCIAL ADVISOR BLOG
I just realized that I’m commemorating sixty years of flight, flying to New Jersey on February 28 to speak on March 2 at Underwriters Marketing Service Elite Summit.
We just finished our paperwork to complete my E1 Visa Renewal, allowing me to renew my commitment and promise to speak in the United States.
Coalface definition – “Doing the work involved in a job, in real working conditions, rather than planning or talking about it.
Alive Or Buried Alive? An excerpt of an e-mail that I sent to a client last November about how to deal with their negative emotions and beliefs.
It’s not what’s wrong with the Millennial Workforce, it’s what’s right. Contrary to the judgments of a lot of Baby-boomers, Generation X & Y, Millennials are not sick.
I highly recommend that you create sacred space, first thing in the morning for 20 minutes, and halfway through the day to do the following exercise, away from the rigors of change, the DOL, or switching to Fee-Based.
Are you unconsciously and unnecessarily mushrooming published negative NEWS yet again on social media? Have you ever stopped to consider why?