Don’t Be Surprised If You’re Bombarded By College Credit Card Offers

It happens to just about every student walking from class to class. Regions like that are ripe for lead generation and customer acquisition. Credit card companies lick their lips when they see hapless students trekking to their next class, and they see an opportunity to snatch a student in their grasp and get them to […]

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Getting the Goods on a Lost Client of a Financial Advisor

No one likes losing a client. Whether it’s an attorney, or a bookkeeper, or even a taxi cab driver, when that potential account with money goes bye-bye, the world’s over. One may ask, though, why? Why did the account drop in the first place? And should you have a right to know if you’re prospecting a particular financial advisor to determine the best qualifications? The answer, in short, is YES. It’s Your Interview With the Financial Advisor Not the other way around. You, therefore, have the right to ask whatever questions you want to ask that financial advisor. It’s a consultation. That’s what it’s for. So goRead More →

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Why Quality Control’s Essential to the Financial Expert

One of the many questions a prospective client would ask of any financial expert in the field is this: have you had any complaints? Scary question. But a good customer will pose that inquiry with gusto, determining if said financial advisor truly does hold his/her own in the industry, perhaps with minimal issues. Why is this important? Wouldn’t you want to know whether or not the person you’re consulting with for your finances can handle the job based on past professional history? I would. You wouldn’t hire a lawyer who lost the last five cases due to being asleep at the desk, would you? The ReputationRead More →

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