Ask the Coach
Questions asked of our executive coaches and their answers
- What does your first meeting consist of to get the go-ahead from the client?
- How do you account for "other things" in RRON or Financial GPS?
- Prospect Wants to Bring Investment Advisor to First Meeting
- CQ review to help the client
- When borrowing funds from a 401k, does the plan hold back collateral that is not earning anything while the loan was in force?
- Which COW presentations have impacted you the most?