Q&A
- 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?
- How do you answer "what do you do" when the individual is in finance?
- How do you help people get over the thought that Qualified Plans are helping them with a "tax deduction"?
- What's the best presentation to communicate compound interest and the power of the time?
- How do you handle municipal bonds and the private reserve strategy?