Sharpen Your Skills
As co-founder and managing director of Pulse Logic, Ken also works with companies to help them grow by identifying and implementing their brand strategy, as well as developing and executing sales plans and management practices
Successfully measuring retirement readiness can spur meaningful results for clients. Read More >
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.
Referrals are a great way to reach prospects because the relationship starts with a higher level of trust. Plus, it’s also easier to start conversations with the other person as you have something in common with them. Read More >
Wade D. Pfau, Ph.D., CFA, is a professor of retirement income in the new Ph.D. program in financial services and retirement planning at The American College. He is also an active blogger on retirement research and was a 2012 selectee for the InvestmentNews Power 20. Wade.Pfau@wcinput.com
Help your clients plan for their retirement by considering the bigger picture. Read More >
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