Referrals are the name of the game. Regardless of the market, everyone is looking for more business. So, are you getting referrals? According to STRATMOR data, only 15% of borrowers choose lenders ...

Brokers are always looking for new clients. Some just happen to look in the wrong places. There is a better and easier way to fill the “prospect pipeline”. How do you get sales leads? There are only ...

Referrals can be invaluable to your advisory business when you're working on building a solid client base. Getting those referrals can be challenging, however, if you're not tapping into the various ...

Here's a storyabout a financial services professional who might be a little like you... The appointment took about an hour and a half. John used the quoting software he got from his IMO and presented ...