Category Archives for "Blog"

How to Make Your Next Event Fun and Exciting

By Dr. Jack Singer

There are all kinds of reasons that people go to meetings and conferences.  Some go because it is a requirement.  Some are attending to gain knowledge.  Some want to “recharge their batteries” and attend conferences as a way of taking a break.  Some are looking for networking opportunities and camaraderie with others who share their […]

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A True Example of How to Overcome Setbacks Like a Champion

By Dr. Jack Singer

One of the best ways financial professionals can re-focus their mindset away from pessimism and move toward optimism is by recognizing that missed opportunities, disappointing results (in their prospecting, for example), and losing clients are temporary setbacks, not indicative of  failure or advisor weakness. Too often, advisors beat themselves up after such setbacks.  The research on […]

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Market Volatility and the Emergence of Toxic Clients

By Dr. Jack Singer

Market volatility is unsettling for most financial advisors. Dealing with up and down conditions is tough, but what makes it even worse is the emergence of “toxic clients” who begin calling frantically. These clients are “toxic” because they can have a poisonous effect on both the advisor’s mental and physical health. Advisors who consult with […]

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