Referrals work best: We can logically agree the best way to get new clients is to have current clients send them in your direction.  Unfortunately,…

We've all heard of people who "talked themselves out of a sale." When do you stop presenting and start closing?

This is an approach that puts your friend in control.

Here are 8 ways to help clients realize they need to move retirement planning up higher on the priority list.

"Won't these guys think I'm selling to them?" Sure, but you are doing it politely. Everyone present wants to be doing business. It's the Chamber of Commerce, not the Chamber of Conversation.

Once you understand the reasons, here are some steps you can take to minimize the likelihood of loss.

What businesses are likely doing well while being quiet about it? Maybe they will become your next clients.

Your individual and group clients have a lot on their minds. Who knows where the conversation might lead? Perhaps to new business.