Sharpen Your Skills
Formerly a stockbroker, insurance broker, and award-winning sales manager, Aaron writes for the financial and real estate industry as an educator and marketer. His first book, The Sales Funnel Bible, helps advisors master their sales funnel.
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
As a financial advisor, you have a level of expertise in the industry. Unfortunately, so does every other financial advisor out there. So what would motivate a client to go to one advisor versus another? Read More >
Christopher P. Woehrle, JD, LLM, is an assistant professor of taxation and The Guardian/Deppe Chair in Pensions and Retirement Planning at The American College and a subject matter expert on and champion of the ChFC® program.
Supported by an internal advisory group of faculty and other program experts, extensive work has gone into reshaping the ChFC® curriculum to address practical planning applications for business owners, special needs clients, and nontraditional, divorced and blended families. In response to survey results... Read More >
Frank W. Sarr, CLU®, is founder and president of Training Implementation Services, Inc.
Advisors young and old are committing to the Serve First philosophy and finding great rewards in happy clients. Read More >
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