NOTE: This article is an edited excerpt from our upcoming book Capitalizing on Credibility. "Clients value trust, integrity and Credibility over product or service selection, ...

I've been coaching in the financial industry for about twenty years. The two problems I see most often are: 1.) Financial professionals don't know now ...

For financial professionals who wish to prospect in the retirement plan market, the most valuable public data source is a Form 5500 that the U.S. ...

In my book 12 Steps to Your Personal Success in the 401(k) and Small Plan Market, I observe that one of your major prospecting challenges ...