Welcome To Our Blog Page For Financial and Insurance Professionals!
Our blog page covers topics related to the financial services and insurance industries.
So whether you are looking to earn your securities license, insurance license, or designations such as Certified Financial Planner (CFP), or already are a stockbroker, financial advisor, or insurance agent looking for training or services to improve your practice, we have great information via our blog for you!
Here you'll find information of national interest, such as current trends, industry updates, new products reviews, and access to financial services and insurance seminars, webcasts, audio conferences, and podcasts - all designed for you, the busy professional!
To find specific blog articles, either view the blogs posted below or search by categories such as Estate Planning, Retirement Plans, Licensing, Designations, Sales & Marketing Ideas, and more using the search box below.
Enjoy our Financial and Insurance Professionals blog page!
ABTrainingCenter.com, a leading provider of training and education for insurance and financial services professionals, today announced their new Affiliate Program.
Under the partnership, ABTrainingCenter.com will promote and sell products and services from Referral Coach International.
RETrainingCenter.com Announces New Affiliate Program
January 30, 2007 ? Atlanta, GA
RETrainingCenter.com, a leading provider of training and education for real estate, mortgage, home inspection, and appraisal professionals, today announced their new Affiliate Program that allows Associations, magazines, and industry-related websites to offer specific content and services directly from their websites. Doing so adds "stickiness" to their respective websites, helps meet client,
To advisors who would ask, "Do I need a personal coach?" I respond, "Michael Jordan had one, and Tiger Woods employs one."
Even the best financial advisor can benefit from a coaching relationship, provided the relationship is approached with an open mind.
Unfortunately, the process of choosing a coach can be confounding. All manner of people from within and without the brokerage industry pitch themselves as experts of one kind or another, and differentiating between the contenders
The CFP Board has pushed back by one week the deadline for applying to take the March 2007 CFP Certification Examination and has extended the effective date of the bachelor's degree requirement for CFP certification from January 1, 2007 to March 1, 2007.
March 2007 Exam Application Deadline Extended to February 7, 2007 CFP Board has extended the application deadline for the March 16-17, 2007 exam by one week, allowing candidates who fail the November 2006 exam until February 7,
Looking to generate more referrals for your practice? Let's take a look at an efficient 5-step process to help you plan towards meeting this goal.
Step 1 - Identify the Number of Desired Referrals. Introductions Needed: 90 over 12 months (23 per quarter; 7-8 per month) Number of Clients to Ask: 35-45
When you break it down over a 12-month period, this goal is quite achievable.
