Category Archives for "Financial Advisors"

How to Turbo-Charge Your Advising Skills

By Dr. Jack Singer

Become an Powerful “Active Listener” by Adding this P.R.O.P.O.S.A.L. to Your Skill Set By Jack Singer, Ph.D. Matt is a financial advisor.  He understands how to make cold calls, how to follow up on leads and referrals and how to offer excellent client service.  Yet, he’s amazed at how much more successful his colleague, Paul, […]

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Financial Advisors: Building Client Trust

By Dr. Jack Singer

Building Client Trust: The Key to the Financial Advisor’s Success Over the Competition As many of you know, much of my professional speaking focus over the past few years has been on financial advisors, planners and insurance producers.  Accordingly, here are my ideas for how you can skyrocket yourself over the competition. According to a […]

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