This may be a post-Madoff world, but Ponzi schemes are still with us. Take these steps to avoid becoming a victim of dishonest conduct.
How to Fully Engage a Prospect in a Few Seconds
Everyone wants to achieve a higher level of engagement with prospects and clients. What if I told you I could engage anyone almost instantly?
“Bad” Insurance Advice May Actually Be Good
You need to be sure your loved ones have adequate insurance protection in the event of your untimely death. Term insurance is appealing because of its lower cost, but consider the benefits of a policy that can be converted to whole life.
Don’t invest in companies you admire
Don’t invest in companies you admire. Consider value stocks. They have higher expected returns!
The Surprising Connection Between Cortisol and AUM
One of the most powerful areas of research is the role cortisol plays when attempting to convert a prospect into a client.
Canadian Banks Don’t Return Your Love
The pride Canadians have in their banks is largely justified. According to this assessment, the banks are perceived as stable and secure. They charge low fees and provide good value.