George Hartman
Developing your value proposition
- By: George Hartman
- August 29, 2008 November 17, 2019
- 07:03
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
New appointments at Ciitbank Canada, Manulife, Odlum Brown, Raymond James, iA Wealth and more
Regulator seeks receiver for real estate investment venture
aHR0cHM6Ly93d3cuaW52ZXN0bWVudGV4ZWN1dGl2ZS5jb20vYnVpbGRpbmcteW91ci1idXNpbmVzcy9jbGllbnQtY29tbXVuaWNhdGlvbnMvZGV2ZWxvcGluZy15b3VyLXZhbHVlLXByb3Bvc2l0aW9uLw(U2NyZWVuSGVpZ2h0)NzIw(U2NyZWVuV2lkdGg)MTI4MA(T0ZTWVNfUmVmZXJyZXI)(dmlzaXRvcktleQ)YW8xRGZrWm0(dmlzaXRLZXk)a2pUaURMWGw){kind=small}