Are You ‘Interrogating’ Your Prospects?

Published on January 14, 2025

In today’s economy, leading with qualification creates a huge blind spot and prevents your business from growing. While you think you’re qualifying them, in their mind, they’re being interrogated by you.

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Seven Investment Must Reads for This Week (Jan. 14, 2025)

January 14, 2025
Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com. These are among the investment must reads we found this week for wealth advisors.

Make It or Break It: Why the First 60 Days of New Tech Adoption Are the Most Important

January 14, 2025
For firms chasing digital empowerment it’s especially important to pay attention to the first 60 days of onboarding with a new technology and tech provider.