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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Brookstone: How to Conduct Appointments With Prospective Clients

(Brookstone) In this article, we share Dean Zayed, founder, and CEO of Brookstone Capital Management, tried and true method of conducting appointments. You can quickly establish a strong connection with potential clients to guide them toward their retirement and financial goals. Utilizing these field-tested, constantly adjusted, and improved rules should springboard you to conducting appointments and improving your closing ratio.