Sep 19, 2018
Your IQ, your intellect and your hard skills get you in the door with clients and prospects. Keeping in tune with your clients over time is another task in itself, requiring you to leverage your emotional acumen to maintain success.
We’re joined by Colleen Stanley, President of SalesLeadership, Inc. and author of...
Sep 5, 2018
Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Clients will be looking for guidance on when to claim it, and as an advisor, it can be difficult to keep up with all the changes to the system and options available for...