An “old school” technique for selling life insurance gets clients thinking about risk management and estate planning
Addressing clients’ No. 1 concern sets you apart from other advisors
Embrace the transformation by discarding the business models of the past
Still reeling from the market collapse, many clients have a new list of demands (IE:TV)
Turn crisis into opportunity by specializing in clients who have lost their jobs (IE:TV)
Advisors can learn from coaches who succeed at the highest levels of sports
But how the list will affect some mutual fund sales is still to be determined
Bankers advised to concentrate on referrals and cross-selling
Consumers to benefit from uniform protection