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Financial Advisor

The Relaxed, Grounded and Effective Approach to Increasing Your Sales Results in 2017

Kira Callahan | Posted 02.02.2017 | Business
Kira Callahan

Energy is an interesting thing, isn't it? We can do the same activity - say, work out or make dinner - but bring a different energy to it, and our ex...

Sales - Nothing Happens Until You Capture Their Attention - Here's How to Get It

Kira Callahan | Posted 01.24.2017 | Business
Kira Callahan

In this information clogged age we're living in, just getting onto someone's agenda can be a big challenge. One of the most common things I get ask...

How Human Advisors Beat Robo-Advisors Every Time

Kira Callahan | Posted 12.22.2016 | Business
Kira Callahan

With fin-tech options and the emergence of AI-aided financial planning, Advisors are understandably concerned about the future. Changes are coming ra...

Sales -- Pump Up Your Passion, Increase Your Revenue

Kira Callahan | Posted 11.30.2016 | Business
Kira Callahan

In these weekly articles from my newsletter Speaking From the Heart of Business, we explore every aspect of mastering your sales conversation skills, ...

Selling From the Client's Perspective - How This Sales Coach Chose Her Insurance Advisor

Kira Callahan | Posted 11.22.2016 | Business
Kira Callahan

About twelve years ago I bought a bit of life insurance and it was, and continues to be quite literally, a forgettable experience.  The small payment...

Sales - How To Close the Credibility Gap

Kira Callahan | Posted 10.19.2016 | Business
Kira Callahan

One of the biggest things I see new Advisors struggling with is the notion that they are not credible yet. The belief that because they have less than a year in the profession, it's unlikely prospective clients will take them seriously.

How To Save For Your Kid's College While Planning For Retirement

Holly Kylen | Posted 08.25.2016 | Fifty
Holly Kylen

As a financial advisor, I often work with clients who are concerned about how they are going to fund both their children's education and their own future retirement.

The Right Support Can Make Your Business Fly -- Here's How to Get It!

Kira Callahan | Posted 08.23.2016 | Business
Kira Callahan

Building a successful financial practice -- or any business -- takes a lot of work. It also takes persistence, courage, patience, intelligence, spirit, humor, and many other personal qualities that you will find yourself stretching to grow into.

The Power of Celebration

Kira Callahan | Posted 08.11.2016 | Business
Kira Callahan

In our quest to improve, to grow, build our business and achieve greater success, there is a trap many of us fall into. That trap is what I like to c...

New to Sales? Start Off Right. Sell From the Soul.

Kira Callahan | Posted 07.26.2016 | Business
Kira Callahan

Several of my advisor clients are brand new to developing a financial services practice. They've recently graduated from university in business or finance, or made a lateral move from another career. They have newly minted accreditations from passing those challenging exams. Is this you? Okay, so now what?

Do You Have Staying Power?

Kira Callahan | Posted 07.13.2016 | Business
Kira Callahan

Sales is a long business. It's a marathon, not a sprint. There are 'sprint moments' on the journey (deadlines, targets), but what you've signed up for is not a short-term gig. As long as you're in business, you'll be in sales.

Who Says No One Does Business In The Summer?

Kira Callahan | Posted 06.29.2016 | Business
Kira Callahan

Every year we come to the end of Spring and I start to hear this from my advisor clients: 'I'm having a hard time booking appointments. There's no us...

One Simple Mindset Shift that will Increase Your Closing Rate

Kira Callahan | Posted 06.14.2016 | Business
Kira Callahan

Mastering your sales conversations takes time. You know you need to get better at these skills in order to build your business, but you want results ...

How to Choose the Best Financial Advisor For You! Looking for a top advisor in Long Island, New York, or Nassau County? Take 10 minutes to read this.

Bradford M. Pine | Posted 04.19.2016 | Business
Bradford M. Pine

Like anyone in business, I'd like to think that I'm at the top of everyone's list of potential wealth advisor. But the reality isn't that simple: working with an advisor is a two-way street, and the most successful relationship is one in which your needs and preferences are compatible with the business of the person you're working with.

Is the Stock Market Making You Dizzy? Maybe It's Time to Call Your Financial Advisor

Bradford M. Pine | Posted 03.19.2017 | Business
Bradford M. Pine

What a difference a few weeks makes: the DOW Jones Industrial Average and the S&P 500 both fell about 10 percent from the beginning of the year to mid-February. Then, the DOW rallied 1,013 points or 6.53 percent from the low on February 11.

The Ultimate Guide on How to Find a Financial Advisor

James C. Gibson | Posted 12.29.2016 | Business
James C. Gibson

There is so much financial advice out there. Trying to find the right person to trust is intimidating. It's no wonder why more and more people are turning to the internet to learn how to find a financial advisor that is best for them.

Create a Financial Calendar for the New Year

Nathaniel Sillin | Posted 12.23.2016 | Business
Nathaniel Sillin

As New Year's Eve approaches, I hear more people making resolutions about their gym memberships and careers than about handling their money in the com...

What New Year's Resolution Do You Prefer: An Hour at the Gym Every Day, or an Hour (Total) With a Financial Professional?

Jerry Patterson | Posted 12.15.2016 | Business
Jerry Patterson

I recently had my own Groundhog Day scenario, but it wasn't about improving my physical health and wellness. I took part in a research project involving one-on-one interviews with Americans of all ages and backgrounds, to hear about their retirement plans and overall financial wellness.

On The 75th Birthday Of The 1940 Act, A Reminder Of The F-Word's Power

April Rudin | Posted 09.02.2016 | Business
April Rudin

September is here and there is no better season to celebrate the F word: F, in this case, for the fiduciary standard. For one thing, the month of September has just launched

Make Sure Your Freshman Gets a Money-Smart College Start

Nathaniel Sillin | Posted 07.29.2016 | Business
Nathaniel Sillin

You've worked to train your children in money management, but college brings a whole new level of financial decision-making and challenges. So before they are off on their own, review these topics to make sure they're ready.

Part 3: Valuable Tips for Parents of Millennials from the Gen Y Guy

Jerry Patterson | Posted 06.29.2016 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. That research illustrated a number of key themes that highlighted how to help millennials save money and prepare for the future.

Planning a Wedding on a Budget

Jason Alderman | Posted 06.24.2016 | Weddings
Jason Alderman

Couples can save considerable money through creative scheduling, direct planning and most important, treating their wedding as just one of many financial issues they'll navigate in a lifetime. That's why they might want to consider a little financial planning before the wedding planning starts.

Giving it All to an Ex and Starting Over in Your Forties - How to Build Wealth from a Late Start

Leisa Peterson | Posted 06.17.2016 | Business
Leisa Peterson

Dennis Miller voluntarily gave his wife virtually everything when their marriage dissolved when he was 45. Now 74, Miller enjoys driving his Chevy SSR roadster and having the freedom to do what he wants. Learn how he turned things around so he could retire successfully.

Clean Desk, Clean Finances -- 5 Steps to Streamline Your Money Management

Jason Alderman | Posted 05.27.2016 | Money
Jason Alderman

Why do so many of us cling to paper-based systems to keep track of our money? In truth, some paper is necessary, but the most common response may be habit. As you're reassessing those habits, keep these five steps in mind.

5 Reasons Millennials Don't Trust Financial Planners

Casey Bond | Posted 06.09.2016 | Business
Casey Bond

Some millennials who would be excellent candidates for financial planning services never take advantage because they don't understand what it entails, the benefits of hiring a financial professional or even what type of professional they need.