You are an experienced Financial Planner / Money Manager that is familiar with advanced planning strategies, lifetime income strategies and estate planning that is Insurance…
FINANCIAL ADVISOR BLOG
I wrote the following script back in 2013 / 2014 to help advisors explain disclosure of commission to their clients. The script also helps the advisor to deal with their emotions relating to disclosure of commission. I believe this script provides a segue into dealing with industry changes that include disclosure of commission, the potential of banning commission and the advisor heading into a fee for service model.
Laura and I were wheels up on Saturday May 2, 2015 headed to the NIME ( National Insurance Marketing Executives ) Conference May 3-5, 2015 at the Omni…
The consultant follows a values based system to approach a specific niche market on mass by first securing a data base. The consultant then conducts…
I always send my clients a Coaching Call Follow E-mail and here is a recent excerpt from one of my E-mails. You started off our…
“I enjoyed hearing the core questions to ask and how they improve your finances and best fit your clients, and understanding the mindset of clients.”…
Sometimes it’s hard to know who’s doing the thinking. Is it our dysfunctional amygdala, ego, or limbic mind, functional mind or our being, heart or…
“I felt like Simon was speaking directly to me. I liked the humor and personal feelings implemented in the talk. I have greater insight into…