How will you adapt to an ever changing marketplace and remain relevant despite the disruptions in the financial services industry?
Each member of the Guilfoyle Financial team has bought into the adage: Strategy without effective implementation is not strategy.
Given the language of financial products, it's hard to fault clients for being in the dark about what they really offer. This hurts client relationships.
If we’re not learning, growing and evolving how we do business, we’re setting ourselves up for decline.
When attempting to provide a client with a new financial product, it is important for advisors to realize that they are offering a solution to a challenge or problem, rather than simply a way to increase a client's earnings or secure his or her wealth. How do you prepare for and structure the initial meeting with a prospect? What do you do to show an existing client that he or she has a need for [...]