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When mistakes happen in a financial practice, advisors often panic and accidentally compound the issue. To successfully handle errors, advisors must immediately pause, gather facts, and take full ownership without making excuses. By maintaining proactive client communication and documenting solut...
In this episode, Tracy Lownsberry discusses the complexities of annuities, emphasizing the importance of transparency from carriers regarding renewal rates. He differentiates between income-driven and performance-driven annuities, explaining how to educate clients on their options. Tracy shares h...
In this episode, Matthew Jarvis interviews Darren Whissen from Invito Energy Partners, discussing the intricacies of alternative investments, particularly in oil and gas. They explore the importance of compliance in alternative investments, how to effectively communicate with clients about these ...
In this episode of the TPR Podcast, Matt, Liam and Michael discuss the current state of the M&A market, emphasizing its ongoing growth and the evolving criteria for successful transactions. They explore the importance of understanding growth potential, the implications of earnouts, and the si...
In this episode, the hosts discuss the importance of understanding client needs and objections in the prospecting process. They emphasize creating a welcoming environment for prospects, addressing DIY mentalities, and the significance of building credibility and integrity in client relationships....
免责声明: 本页面嵌入的播客和封面图片来自 Matthew Jarvis, CFP® & Micah Shilanski, CFP®,归其所有者所有,与 Listen Notes, Inc. 无关联,也未获得 Listen Notes, Inc. 背书。