How Can Financial Planners Save You From America’s #1 Killer?

By Ronald Sier via You probably aren’t aware of this, but it’s true: financial planners are heroes. Yep, it’s the truth. And when you think of the America’s top killer, you might think about smoking, cancer or obesity. Or maybe even a serial killer. But the real story is far more surprising. Because, according to Duke…



The Secret to Turning Every Prospect into a Client

By Andrew Sobel via One of my clients wanted to do business with a major prospect. It was an important company which would be seen as a valuable, marquis client. The company told my client point-blank, “We’re not going to do business with you. We are already well-served.” For one year they kept calling on…


Seven Reasons You’ll Fail as a Financial Advisor

By James Pollard via If you’re a financial advisor, make sure you get The Ultimate Financial Advisor’s Guide to Getting More Clients. It comes with a money-back guarantee, because if you can’t get more clients with the information, I don’t deserve to keep your money. Is being a financial advisor worth it?  I am an optimistic person and I encourage…