The Transition from Financial Sales Person to Financial Advisor

~ Wednesday, August 20th, 2008

Financial Advisors Earn More

The tremendous benefit that accrues from status as a true financial advisor is that you have no agenda, no product to sell, and no objective other than to do what’s right for the prospect and the prospect can sense that. Because prospects do sense the difference between a financial sales person and [...]

Fee Based Accounts Will Not Protect Your Income During a Bear Market

~ Thursday, July 3rd, 2008

During the last several years, financial firms and professionals have become enamored with generating fees as opposed to commissions. The thinking goes something like this: let’s gather assets and then charge an annual management fee. This will insulate our revenue stream from down markets because we will have this continuous revenue. We have [...]