As it turns out, many farmers are reluctant to turn to sales enablement solutions and other new technology to crunch the numbers. Software that could make the task easier is often denied by farmers who are simply unaware of its benefits.
Think of a child as a small sprout, growing strong out of the ground. One day, this plant will bloom into a beautiful flower, and the financial advisor who is willing to nurture it along the way will yield its benefits.
It seems like everyone has his or her own opinion of what the future holds for the financial industry in 2014, but only time will tell if any of these predictions will ring true. Needless to say, everyone is hoping for an upswing in the economy and a stable market to make for smooth sailing.
The holiday season is a time for giving, but what should you give your wealth management clients? Unlike shopping for your spouse or children, you need to keep yourself in a professional state of mind.