Something More To Talk AboutDo you have a checklist of talking points for meetings with prospects and clients — or do you just “wing it?” You’ll be more productive when you create a list of 100 important conversation topics. Include questions about their goals, family, hobbies, portfolios, challenges, wins since you last met, etc. Make sure the questions are geared to your “ideal clients.”Once completed, your checklist can be used in ways that have nothing to do with client meetings. You can…See More

  ©2013 123RF Stock PhotosToday’s tip is an excellent article, The Legendary Time-Management Tip That’s Worth $550,000. The author talks about a simple process used by Charles Schwab to grow his business. Best of all this entire tip takes less than 10 minutes to complete. As I read the article, I thought about the “new economy” and the “new world” we live in. Occasionally, changing times reveal that some older principles are safer,…See More

A new survey confirms that many women who are looking to break into financial services are worried about a glass ceiling, said an executive at Edward Jones, which conduct the survey. Is there a glass ceiling for female financial advisors? What advice do you have for women looking to get started in this field?Glass Ceiling for Women in Financial Services?By Mason BraswellThe financial services industry has one of the hardest glass ceilings for women to break through according to a recent survey…See More