The big disconnect between financial advisers and their prospects

~ Friday, August 29th, 2008

Everyone wants these benefits:
• To have more income
• To pay less tax
• To protect their assets
• To provide financial security for their family if their income is interrupted
• To maintain their financial and physical independence in retirement
Products and service you offer provide these benefits:
• You have products that provide more income than bank accounts (bonds, [...]

Cold Calling — The Worst Way to Prospect

~ Thursday, August 7th, 2008

Some financial advisors and insurance agents use prospecting methods that produce the wrong prospects. I define a wrong prospect as someone who is not really interested, not qualified or hard to deal with. In essence, someone who wastes your precious time and if they do become a client, they consume so much of [...]