Jim Rogers
“Let them smell the leather”: Rogers on the financial plan sale
- By: Jim Rogers
- April 11, 2011 October 31, 2019
- 14:40
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
You and your clients may need to get creative in brainstorming strategies for borrowing
Financial advisors are seeing noticeable changes in clients' financial and retirement planning priorities when it comes to their careers
Dramatic revenue increase needed to keep pace with systems costs: regulators
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Brokers' texting, whistleblower protections among regulator's priorities
The agency says the boost was driven by food, beverage sales