In The Media

Financial services failing women report

Financial services failing women: report

As women gain greater financial confidence and independence, there is a significant opportunity for the financial services industry to help women grow and manage their wealth, says ING Direct. Taylee Lewis reports that the 2015 ING Direct Women & Finance Report found that while the pool of wealth accessible to women will significantly deepen, the…
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Case Study in Professional Ethics

Case Study in Professional Ethics

The Citicorp Center Design In the early 1960s, Citicorp’s headquarters, located at 399 Park Avenue in Manhattan, became too small for the company’s ongoing growth and expansion. At the same time, St. Peter’s Lutheran Church, constructed in 1905 and in need of serious repair without the funds to do so, began to consider selling its…
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Australians fear Chinese influence in real estate rather than politics 1 scaled

Australians fear Chinese influence in real estate rather than politics

While Australian political leaders are growing more concerned about the security and military threat posed by China, new research shows the Australian people are more worried about the amount of farmland and real estate that Chinese citizens are buying in the country. The 14th annual Lowy Institute poll into Australian attitudes found 72 per cent…
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9 Habits to Become an Elite Financial Advisor

9 Habits to Become an Elite Financial Advisor

Do you know what it takes to become a truly successful financial advisor? Are you thinking that it mainly involves sitting at a desk, crunching numbers all day, and advising clients on how to build wealth? That’s the biggest myth that people have of financial advisors, and you will find there’s a lot more to…
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Tip 1

15 Financial Advisor Prospecting Ideas & Techniques That Work!

Effective prospecting ideas and techniques can be a lifesaver. Especially since prospecting is the number one challenge financial advisors face – they can’t seem to get in front of prospective clients. I would argue that prospecting is also the most important part of selling. Nothing happens until somebody starts prospecting new customers. The most successful…
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