Know any life and personal insurance agents? My first training workshop was full of them. That was November 1989 at Greenmount Resort, Coolangatta. My “Agent as a Business Person” workshop aimed to assist attendees with the opportunities created by the...
What kryptonite was to Superman, disrespect is to advice relationships. A few months ago one of my clients engaged a significant advice client. Prior to engaging, I worked with them to assist in the engagement and pricing. The prospect represented the type of advice...
Some clients appear to be goal-less. Their response to questions from advisers about their goals or future returns a form of “I’m fine thanks very much for asking” or “I’m quite happy where I am at present”. Advisers are often too stumped by such...
