Recent Posts Tagged With 'communication'

• Who Said People Are Rational?

  Posted on Friday April 24th, 2009 at 17:55 in communication, Health Insurance, health care, client management, long term care

  Today, I was speaking to an insurance agent who sells Long Term Care policies. He mentioned that the most common objection he hears from clients is that they don't want to pay all those premiums for something that they might never need. An interestin...

• Frequent Communication - The Key To Effective Client Management

  Posted on Tuesday March 10th, 2009 at 10:33 in communication, client management

  At February's Managing Retirement Income conference in Boston, I spoke about the emotional and behavioral issues that often lead retirees to veer off course with their retirement plans, and the strategies and tactics financial advisers can use to add...