How can you reframe your client conversations from transactional focus to acting as a trusted advisor and partner to your clients? If you have been in this industry long enough, you will get that call from one of your clients informing you that they have money to invest. Let’s look at an example: the client, […]
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When was the last time you had a client say they wanted to pass money on to their children or grandchildren? If you are like most financial professionals, it was probably very recently. According to an Ameriprise Financial Survey, “77% of […]
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DMI, an independent marketing organization and field marketing organization, was founded in 1989 to provide financial professionals three dynamic elements for success: annuity marketing services, life insurance marketing services, sales consulting and operations
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1 https://www.prudential.com/financial-education/4-percent-rule-retirement#:~:text=The%20%E2%80%9C4%25%20rule%E2%80%9D%20is,out%20%2440%2C000%20the%20first%20year.
