Coach’s Corner

The holidays are peak season for your clients to gather with friends and family—and for market memes to come up in conversation when you're not in the room. These are events like the results of the U.S. election and the current market.

Are prospecting calls like a game of chess? For many novice and intermediate chess players, too much chess strategy often gets them into trouble. By thinking too much about future moves, they overlook the negative implications of current moves and get stuck. In other words, they lose context thinking too much about subsequent moves.

Do your prospective clients know that there's such a thing as the right bond in the wrong place? The After-Tax Advisor^® can attract prospective clients by helping them understand this tax tenet: "Asset location can be as important as asset allocation."