Category: Mass Affluent
A Four Fold Return on Investment: Pre-Call Planning – Part 2 of 2
In Today’s Competitive World You Don’t Have Time Not To Do It! Read Part 1 – Okay, I believe in pre-call planning as you do; now how do we get sales amateurs and pros alike to embrace this “investment” concept? The situation is like much of life; it is simple, but not easy. Our firm…
Read MoreA Four Fold Return on Investment: Pre-Call Planning – Part 1 of 2
In Today’s Competitive World You Don’t Have Time Not To Do It! “If you can’t find time to do it right the first time, how will you ever find time to do it over?” You’ve probably heard this somewhat pithy, yet pointed and true statement before. Many times over the years, this thought has come…
Read MoreThe Death of the Value Proposition
I had a very interesting conversation with a close friend of mine yesterday and his insights were incredibly enlightening. First, some background. My friend is a very successful defense attorney specializing in food-borne illness cases. You have probably heard about many of them – tainted peanut butter, cookie dough, spinach. According to the news, it…
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