Reconnecting with your clients is an opportunity to re-invent yourself. Like a New Year’s resolution, you can commit to doing things better. Pick one thing and focus on it until it becomes a habit.
To truly connect with your client, you need to observe. You need to look. And you need to listen.
Updated February 22, 2024, at 3:19 PM RIA insurance offerings have grown in recent years as more and more financial professionals move toward the RIA business model. It’s only natural, too. The …
Updated September 22, 2023, at 3:41 PM Did you know that annuity sales are on the rise? The Secure Retirement Institute (SRI) released its U.S. Individual Annuity Sales Survey identifying a record …