Tag: Selling

RIAs Pump up Client Efforts

Nearly half of registered investment advisers (RIAs) reported gaining clients and improving client satisfaction in the last year, according to the latest study of how RIAs fared during...

Wells Fargo Agrees to $1.4M Buyback of ARS

California Attorney General Edmund G. Brown Jr. announced a $1.4-billion settlement with three Wells Fargo affiliates to pay back investors, charities, and small businesses that purchased auction-rate securities...

IMHO: Worth Whiles

I’m sure you’ve seen that commercial where a series of more-or-less everyday events and their price tags are presented.
sales champ

Selling Recovery

With participants’ initial panic over, advisers can help them bring their accounts back to life and get back on track in the downturn’s wake
talking points

Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.