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By Lisbeth Wiley Chapman |
September 1, 2008
There are many kinds of planners in the world, all looking for clients. Your professional designations, however, can be your way of differentiating yourself from others -- and differentiation is the key to prospecting. You know that, or you
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By Lisbeth Wiley Chapman |
March 2, 2008
Most financial advisors, insurance professionals and money managers have thought, at one time or another, that they should take advantage of the services of a ...
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By Lisbeth Wiley Chapman |
December 1, 2007
Powerful data stresses how important it is to encourage agencies and agents to create a marketing campaign targeting gay and lesbian professionals. Same-sex couples with no children are twice as likely as their heterosexual counterparts to have
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By Lisbeth Wiley Chapman |
December 1, 2006
Communicating with your clients, prospects, and centers of influence is important for your practice. Electronic newsletters are an opportunity to send your message to a list that you select and constantly refine, and it also gives you an opportunity
