by CPG | May 29, 2013 | Uncategorized
May 29, 2013 SALES ARTICLES The full-service fiduciary Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready? Plan for today, tomorrow and the future Having a succession plan in place is good for you...
by CPG | May 22, 2013 | Uncategorized
May 22, 2013 SALES ARTICLES Change: There’s a middle option Relax. Industry change is real, but it’s not as scary as you think. Tell a better story What we say about ourselves can make us better or worse. Generation stress Young people in this country...
by CPG | May 15, 2013 | Uncategorized
May 15, 2013 SALES ARTICLES Do you attract new business, or pursue it?If you want clients to come to you, give them multiple reasons – and many ways to find you. Busy work is for the beesWant more time for selling? Follow these three steps. How to sell the way...
by CPG | May 8, 2013 | Uncategorized
Confused about LTC vs Medicaid Go to our web site; Agent Toolkit and click on Brainshark LTC vs Medicaid – What You Should Know
by CPG | May 8, 2013 | Uncategorized
May 8, 2013 SALES ARTICLES The Boston Marathon: One advisor’s storyFinancial advisor Jeff Breese returned from Boston with a medal for finishing the marathon – and with an acute awareness of the importance of what he does for a living. Help your clients...
