Our blog page covers topics related to the Human Resouces (HR) industry.
In it, you'll find information of national interest, such as current HR trends, industry updates, new HR products reviews, and access to Human Resource training, including online training, seminars, webcasts, audio conferences, and podcasts - all designed for you, the busy professional!
We also cover key HR compliance topics such as COBRA, HIPAA, FMLA, Retirement Plans, Compensation, Workforce Management, and employee development.
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People dislike being sold, but love to be served. Many people in advisory roles ? financial representatives, attorneys, brokers and bankers are at a crossroads.
The old model of relating to clients, based on controlling them, is no longer effective.
People buy from people. Relationships, not products, are the key. Changing the way you think about these relationships and moving from a selling to serving mindset creates unlimited opportunity. In this current
During a lull at an insurance conference last year, the topic of equity indexed annuities crept into the conversation. The talk centered on who had prompted the U.S. Securities and Exchange Commission to begin examining whether these annuities should be treated as investments. The probe originated after a couple of advisors had met with the SEC to share tales of alleged EIA abuses. The advisors later emailed so much backup material
While the typical salesperson is chasing down leads, the successful professional knows how to continuously attract new clients. Referrals are the key to this good fortune.
Every professional generally gets a referral here or there; but with an organized, proactive approach, the number of referrals one receives will grow exponentially!
The power of the referral lies within theses coveted secrets:
Encouraging your current clients to send referrals
Manhattan attorney Laura M. Twomey set up a qualified personal residence trust (QPRT) for a client couple with better than anticipated results. The couple's then $1 million home is now worth $3 million. "Not only did they get $1 million out of the estate, but an additional $2 million as well," says Twomey, a trusts and estates partner in the tax department of Fulbright & Jaworski LLP.
Because of low interest rates, QPRTs were infrequently
The client-facing investment advisers are often the staff who can make or break a deal, so it is essential to equip them with the tools to sell a product. Investment knowledge is easily taught, but can they really be trained in ?soft', or people skills?
What does it take to sell investments to individuals? Excellent products? Reliable returns? Intelligent, tailored asset allocation? Almost certainly all three. But every bit as important as
