Ever been to a networking event and not known how to introduce yourself or start a conversation? This might be a problem only some of us have, but I have definitely entered a room and completely lost my mojo, losing many perfectly good opportunities to make connections with interesting people. Worst, it has occasionally happened during a sales call, when my interaction with a prospect takes a turn for the rote and unemotional. Not good for establishing a long-term relationship Read More...

According to 2013 Allianz study, more women than ever are interested in managing their personal finances and improving their investment savvy. 62% of respondents said they're interested in learning about financial planning, retirement planning and investing, nearly double the number that had interest in those topics during the original 2006 study. Read More...

A 2010 Marketing Methods study conducted by the Financial Planning Association's Research Center found that not all marketing methods are created equal. Their survey of more than 300 financial planners found that certain marketing efforts are able to generate more leads than others. Read More...

Keeping the right balance between serving existing clients and bringing in new ones can be tough and most advisers have experienced a stretch of time where no new business is coming in. This can be financially and emotionally stressful, which is why it's critical to keep up prospecting activities and make sure there's always some new business in the pipeline. Read More...