How A Bank Took Over The Relationship From My Financial Advisor

I had a call from my 'personal banker' Steve a few yeas ago. He said: "Can I practice a new sales approach on you please?" "Sure, why not", I said. "I've just been through a financial planning course and we were told to phone a couple of friendly clients or mates to practice a new type of approach on.""Can I start by asking what your short-term financial goals are? What I mean is do you anticipate making any large purchases in the next 2 to 3 years such as a new house or car or overseas holiday?""Yes," I said in surprise at the question. "I intend buying a new car early next year and taking an overseas holiday later in the same year." "Great,"...

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The Four Fundamentals of Starting an Insurance Agency

Striking out on your own as an independent insurance agent can be a fulfilling, exciting and lucrative experience.Insurance is a relationship business. There's satisfaction in protecting individuals, families and businesses from some of life's calamities. Insurance sales can also be lucrative. By recruiting associate agents, you build residual wealth while offering income opportunities to others. And the freedom and flexibility as are unparalleled.As with any commission-based business, you must get your agency off the ground quickly. Following are four fundamental steps that will give your insurance agency a strong start:Obtain the Necessary...

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