Archive for September, 2010

Do these comments sound familiar?

  • “I’ve spent hours with this prospect and she still isn’t budging – how do I get her to make a move?
  • “My high net worth clients have pulled hugh sums out of the market – and I can’t get them to consider better alternatives.
  • “How do I respond to comments that lump me in with “greedy Wall Street”  or “evil insurance” crooks?
  • My former client’s heirs have been unwilling to meet with me – and seem ready to transfer their assets elsewhere.”

These remarks are from some of the financial professionals I know frustrated by the number of people resisting their advice right now. The problem is, it’s not their fault – the economy is wildly unpredictable and investors are more wary than ever.

However, some advisors have unlocked the key to client trust, and are enjoying more business than they expected. Read More→

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