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As an established financial professional, you’ve seen firsthand all the recent changes in our industry. Once upon a time, financial professionals came primarily from one of two groups: wirehouse stock brokers or insurance...Read More
Many advisors that I speak with have given some thought to business continuation and/or succession planning but have not done anything about it.At Queen City Financial Advisors we take the issue of business continuation seriously. We...Read More
3 Keys to More Impactful Client Communications The current COVID -19 pandemic has caused some reps in our branch to re-evaluate the ways and the amount of communication they should be having with clients. Some admit, over the 11-year...Read More
3 Keys to Choosing an OSJ That’s Right for You and Your Clients Choosing the right OSJ to align with when looking for a new broker-dealer is vitally important to your practice’s long-term growth and satisfaction. But with...Read More
Your clients look to you for advice and guidance. They count on you to be professional in every aspect, including education, training and how you dress. What you wear to the office should send the message that you are competent,...Read More
Story Telling Makes Presentations More Powerful and Personal Clients don’t care to hear a list of the features or statistics of the products you recommend. They’re only interested in how a product or plan will help them...Read More
Studies consistently show the most successful advisors rely on technology more than ever and spend more on upgrading and implementing technology than their average peers. Advisors from this thriving segment of the industry often cite...Read More