Posts Tagged Tips

Wealth Management Tips: Module 2 To Hiring A Financial Advisor


www.bestfinancialadvicesite.com & http presents the Wealth Management Video Series: How to hire a licenced financial advisor & get the best financial planning possible, especially if you live and work in Singapore. In module two, we discuss the 5 costly misconceptions that people have about the financial services industry, and how to overcome them. For more great free wealth management tips visit us at www.bestfinancialadvicesite.com or see our Facebook page at http

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Wealth Management Tips: Module 3 To Hiring A Financial Advisor


www.bestfinancialadvicesite.com & http presents the Wealth Management Video Series: How to hire a licenced financial advisor & get the best financial planning possible, especially if you live and work in Singapore. In module three, you’ll learn the 8 critical questions to ask when meeting with a financial advisor for the very first time. For more great free wealth management tips visit us at www.bestfinancialadvicesite.com or see our Facebook page at http

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Seminar Tips and Secrets From a 20 Year Seminar Expert and Top Financial and Insurance Producer


25 Year Top Producer Christopher P. Hill, RFC, reveals his best Seminar tips, secrets, and strategies to fill the seats with the right attendees and a 75%+ appointment ratio. Christopher P. Hill has been employed in the financial services industry for more than twenty years. Chris established his own firm Wealth and Income Group, with branch offices in Tysons Corner and Reston, Virginia, where he works together with a team of highly-qualified and experienced financial specialists. Chris and his team focus on helping their clients better organize, understand, and improve their entire financial lives, specializing in wealth management, asset protection, income distribution strategies, minimizing tax, and creating a sound estate and legacy plan. In addition, he has also developed strategic partnerships with many of the area’s top CPA’s and Estate Planning Attorneys. His experience and success in the industry can also be directly attributed to his father, who has been in the financial services industry for over forty years, and is currently a Corporate Vice President and Senior Portfolio Manager with UBS Wealth Management in Tysons Corner, Virginia. Chris also worked closely with one of the leading money managers in the country for over a decade. Chris regularly conducts educational Workshops on a variety of financial and retirement topics for families, professionals, executives, investment clubs, Universities, retirees, and small and large corporations. Chris is licensed as

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85 Million Dollar Tips for Financial Advisors

Product Description
Transform your financial services business, one valuable tip at a time. This handy book will help you attract and retain the best clients… again and again…. More >>

85 Million Dollar Tips for Financial Advisors

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What are some tips for obtaining clients in the financial planning industry?

I am very efficient about serving the clients that I have and do not have trouble maintaining the relationship once it is established, however I have a lot of difficulty in obtaining new clients, does anyone have any sales or marketing advice that could help with this problem?

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