Mar 20, 2018
Your advisor clients and prospects are deluged with information. Worse, it is information that often they can find online, unaided.
So how exactly are you going to become irreplaceable?
After a decade of working with financial advisors and institutions on practice management, Penny Phillips launched Thrivos...
Mar 13, 2018
How clear is it, to both clients and prospects, what's going to happen after you leave their office?
Did your meeting end with a plan...or a thud?
Jimmy Pomerance brings over 20 years of experience teaching, training and coaching sales professionals across many industries, but especially the financial services...
Mar 6, 2018
Yes, we’ve covered LinkedIn here before – and never like this.
What happens when you take a former LinkedIn insider/senior leader and put them to work helping a firm develop and implement a super successful strategy for serving advisors and building non-product value in the market?
[Hint: It’s a massively...
Feb 27, 2018
70% of an advisor's new clients are in the middle of major life change. 70%!
How does an advisor (and their wholesaling partners) best accommodate these clients, their emotions and their money?
Dr. Moira Somers is a clinical neuropsychologist, professor and financial recovery expert.
She is on faculty with the Sudden...
Feb 20, 2018
It happens all the time.
You see an advisor, COI or staff member out of their office element and you seize up, unable to recall their name.
One of life's more awkward moments.
For more than 30 years, Bob Gray has amazed, entertained and educated audiences across six continents, with his incredible memory...