Writing a Prospecting Letter
Most advisors know it takes about six tries before prospects are on board. A prospecting letter is often the first step, and it’s crucial to get that initial impression right. Here’s what’ll make your letter stand out.
Reality Check for Pre-Retirement Clients
Many of your clients may be moving into retirement soon. While it may be much anticipated, it will be a big change for many. As an advisor you can help. Read more about how your clients may need a reality check.
10 Tech Terms Explained
Well, it’s time to stop faking it and start learning some of today’s most important tech vocabulary. We’ll define 10 tech terms that you hear on the daily, and we’re using plain English.
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