Financial advisor discovery meeting questions










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47 Top Sales Experts Share their Best Enterprise Selling Tips
Your goal is to be seen as a trusted advisor and you become one by building your ... When you present yourself as a peer, you’re able to ask different questions and have different meetings, because you’ll be seen as one of them. This becomes especially.

Questions Persist for US Insurers Eyeing Global Standards - Bloomberg BNA
But key questions about how certain types of common investments will be valued and how regulators will calculate the financial obligations of an insurance group will probably linger awhile because the IAIS Insurance Capital Standard (ICS) 1.0 isn't.

This is what markets should be listening for as Congress grills Yellen - CNBC
Traders are buzzing about whether Fed Chair Janet Yellen will sound a bit hawkish Tuesday and indicate that the Fed could consider raising interest rates at its next meeting in March — three months sooner than most Fed watchers are forecasting.

Debbie Wasserman Schultz tries to strip Jared Kushner of his security clearance - Business Insider
Daily Kickoff: Javanka land in Sun Valley amid anti-Trump tone | Greenblatt's water deal | Zuckerberg's road trip ... Jewish Journal.

Stop Winging Your First Prospect Meeting - Use This Framework - WealthManagement.com
A step-by-step guide to hosting an ultra-productive and highly-professional discovery meeting with a prospect. ... If someone has made the conscious decision to spend an hour with you to discuss his or her financial affairs – there's a reason. We refer.

Digital Age Is Driving The Financial Industry, But Is There Still Room For Personalized Service? - Investor's Business Daily
The main goal of the platform is to ask the question : "Can I afford to live my life the way I want to," said Jason Gordo, head of National Adviser Partnerships for United Capital. The system also ... These two platforms support the advisor with account.

Judge to decide whether case against district goes to trial - Stillwater Gazette
Hoheisel's husband, Micheal, is the district's financial advisor , works for the financial services firm R.W. Baird, and advised the school board on the sale of bonds for the Long-Range Facilities plan. R.W. Baird received a wire transfer of $115,000.

How Financial Planning Becomes Therapy
Sometimes that means extending what was supposed to be just an hour-long meeting to five hours ... says Holly Thomas, a financial planner in St. Petersburg, Florida. "Pay attention to how many questions the advisor asks about you, your history, and who.

Cogent Reports: Technology Changing the Game for Financial Wholesalers - Business Wire (press release)
CAMBRIDGE, Mass.--(BUSINESS WIRE)--Technology is changing how financial advisors do business. A new study shows that one in four advisors (25%) reports less frequent contact with external wholesalers, creating an immediate need for asset managers&nbsp.

Five Questions for Andy Slavitt, Former Medicare/Medicaid Chief - Bloomberg BNA
Now a senior adviser at the Bipartisan Policy Center, he has been meeting with insurance companies, hospitals, governors and lawmakers through the congressional tumult. Bloomberg BNA talked with him about what to expect on the health-care front when&nbsp.

Donald Trump's Many, Many Business Dealings in 1 Map - TIME
Based on the financial disclosure report he filed last year, Trump appears to own or control more than 500 businesses in some two-dozen countries around the world. ... But legal experts from all sides say Trump will be subject to ethical questions.

Global Privacy & Cybersecurity Update Vol. 15
The examples are based on closed investigations, FTC law enforcement actions, and questions from ... Regulatory—Financial Services Colorado Adopts New Cybersecurity Rules for Broker-Dealers and Investment Advisors On June 19, the Colorado Division.