by CPG | Jun 12, 2013 | Uncategorized
June 12, 2013 SALES ARTICLES How to revolutionize your clients’ thinking about retirementPlanning for retirement is like climbing a mountain: You not only have to reach the top, you have to make it safely back down. 9 old school ideas that still feel...
by CPG | Jun 5, 2013 | Uncategorized
June 5, 2013 SALES ARTICLES They haven’t done the math! Many workers are clueless as to how to convert their retirement accounts into a lifetime income stream. Woo me already! If you think client relationships are built on mass emails, you better think again. 5...
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...
