Monthly Archives: June 2013

The Four Fears

Understanding human nature is part of sales.  The more you know about people, their motivations and fears, the more likely you will be able to help them.  Making a sale is about connecting a problem with emotions.  I was told … Continue reading

Posted in Selling, Succession, Transition | Leave a comment

Ten Questions for Your Spouse When you Die or Become Incapacitated

Does your spouse know that if he/she is NOT licensed to run your practice; he/she cannot access any client information because of compliance, privacy laws and regulations? Your broker/dealer may or may not be your spouse’s best ally.  Is he/she … Continue reading

Posted in Selling, Transition, Uncategorized | Leave a comment