MAP isn’t right for everyone. Neither is cash value life insurance. But they can provide an elegant retirement solution for your clients.
Dan Solin's Advisor Newsletters
Dan Solin's weekly newsletter for financial advisors, offering tips and advice to help your AUM grow.
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There’s a simple trick you can use to fully engage anyone, anytime, and anywhere.
There’s a lot of miscommunication between you and your clients. That’s because you let your head dominate your heart. The numbers do tell a story, but not always the whole story.
Most advisors’ web pages are incredibly boring. They’re filled with stock images, dense content, insider jargon and self-serving information. This isn’t a formula for maintaining interest.
The nice part about implementing this resolution is the results are immediate. They will be evident in any setting – personal and professional.
Here are two resolutions that will help financial advisors increase their AUM. They’re easy to understand and simple to implement.