THE BLOG

Do You Talk Too Much? financial advisor sales process sales training talk less Jan 29, 2025

How to avoid buying back a sale

Do you talk too much in sales meetings, like I did when I started?

My sales manager even told me after a failed sales call once that I had spent an hour making th...

Should I do a complete financial plan before making product recommendations? financial advisor financial plan malpractice product recommendation Aug 08, 2020

While “Prescription without diagnosis is malpractice” is generally true, it isn’t in this case.

The people change in a market but the problems stay the same. Just the numbers are different. So, if yo...