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Are you unsure of how to fill out an annuity suitability form, or do you find it confusing?
Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.
What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.
Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?
Interview with Rocky Lin, Managing Director at Beacon Pointe Wealth Advisors, San Franciso CA who answers questions like "What are you seeing with clients in today's market?"
Are your retirement income conversations truly resonating with prospects?
Did you know 57% of clients now expect Social Security advice from their financial planner?
Hear from real advisors about how they use Social Security Timing™ to help their clients maximize Social Security and at the same time open the door to annuity sales as part of an overall retirement plan!
Are low rates and a sluggish market hindering your annuity sales?
Are you confused or concerned about the upcoming impartial conduct standards? In this webinar, SMS experts share answers to help you understand your options and minimize exposure for your business.
Advisors need to rebrand how they ask for referrals, so that they are aligned with stewardship not salesmanship.