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Showing 6 results for "MAI037"
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PRACTICE MANAGEMENT ( 4 RESULTS)
The most rewarding client experiences often don’t occur in your office.
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Personal introductions an effective way to gain affluent clients with more that $1 million, according to research from Oechsli. Let’s explore the value of personal introductions and how you can get them.
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Elite financial professionals' top methods for attracting affluent clients
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Stuck in a prospecting rut? With this approach, qualified prospects are closer than you think.
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LITERATURE (2 RESULTS)
Most advisors would like to acquire affluent clients but few know how to do it. This workbook provides steps, backed by research, to help you acquire affluent clients―and adopt a “can-do” mindset.
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According to Dr. Joseph Coughlin, director of the MIT AgeLab (agelab.mit.edu), retirement is made up of four phases (hartfordfunds.com/days). The Honeymoon Phase is the first one. Advertising portrays this time being filled with beaches, bike riding, and golf. It’s true that if you’ve stopped working, you’ll have more time for leisure activities. You might even think, “This is the life. This is what I want my retirement to be like.” But after a while, these activities can become routine. They might not provide the happiness we expected.