Technology
Disabled Consultative Selling
This article describes the sales-technology paradox: why selling is
usually thought of as high tech or high touch. It explains why consultative
selling and sales technologies are difficult to integrate.
Why
RetireNow?
This article describes the three questions almost all people have about
living in retirement ... why most advisors can't answer them ... and
a program we've designed to address this.
Wealth
Management - The Next Generation
Wealth Planning merges the disciplines of retirement planning (accumulation)
and estate planning (distribution). It addresses the three most critical
issues facing high net worth clients: 1) Will I have enough during my
life?, 2) Where will the money come from to support my lifestyle and
other objectives?, and 3) Who gets it when I die?
