TITLE

Who You Really Are

AUTHOR(S)
Stephens, Michael
PUB. DATE
December 2000
SOURCE
Advisor Today;Dec2000, Vol. 95 Issue 12, p16
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Offers advice on how to make a transition from being an insurance agent to a professional financial advisor. How to start the transition process; Effect of referring clients to another professional; Example of asset allocation.
ACCESSION #
3918536

 

Related Articles

  • Mirror your prospects to gain their trust. Johnson, Kerry L. // Best's Review / Life-Health Insurance Edition;Sep94, Vol. 95 Issue 5, p76 

    Discusses the importance of the establishment of a long term relationship with prospective clients by financial planners and insurance agents. Nonverbal and verbal means of establishing rapport; Author's experience.

  • Turning Agents Into Planners. Altman, Larry; Irwin, Gil // Best's Review / Life-Health Insurance Edition;Aug99, Vol. 100 Issue 4, p82 

    Looks at insurance agents as potential financial planners. Problems with the distribution channels in the insurance industry; What insurers should practice if they want to work as financial planners; How to address the needs of the customers in financial planning; How to deal with competition...

  • Shifting With The Winds of Change. Panko, Ron // Best's Review / Life-Health Insurance Edition;May99, Vol. 100 Issue 1, p83 

    Focuses on the changes undertaken by trade groups for life agents and financial planners. Factors that triggered the changes; Explanations from industry officials; Implications of the name changing strategy.

  • Linking with a planner can be good for business. Morrow, Edwin P. // National Underwriter / Life & Health Financial Services;9/11/95, Vol. 99 Issue 37, p2 

    No abstract available.

  • Promote Your Business With NAIFA Brochure. Briscoe, Mark // Advisor Today;Jul2010, Vol. 105 Issue 7, p49 

    The article offers information on the brochure produced by the National Association of Insurance and Financial Advisors (NAIFA) Communications Committee that explains how NAIFA protects the public and why it is important for consumers to work with an advisor who is a NAIFA member.

  • Let's Get Reorganized! Sheridan, Kevin // Advisor Today;May2003, Vol. 98 Issue 5, p10 

    Comments on the reorganization of the National Association of Insurance and Financial Advisors in the U.S. Consolidation of all the association's information products and services; Integration of various sales efforts into a single integrated unit; Changes in the association's magazine 'Advisor...

  • Moving Forward. Koob, Dick // Advisor Today;May2003, Vol. 98 Issue 5, p12 

    Comments on efforts by the leaders of the National Association of Insurance and Financial Advisors in the U.S. to achieve growth. Achievements by newly appointed officers of the organization; Results of the meeting of the Board of Trustees and the National Council.

  • MDRT Supports NAIFA.  // Advisor Today;May2003, Vol. 98 Issue 5, p32 

    Reports on efforts by Million Dollar Round Table (MDRT) members to help the National Association of Insurance and Financial Advisors (NAIFA) meet its goal of increased membership. Launching of the USA Network, an initiative that provides MDRT speakers to large local associations of NAIFA.

  • The Great Convergence. Bobo, Jack // National Underwriter / Life & Health Financial Services;1/8/2001, Vol. 105 Issue 2, p27 

    Discusses the transformation of certified public accountants, stockbrokers, insurance advisers and lawyers into financial planners to serve wealthy clients. Effect of financial planner's concentration on wealthy clients.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sign out of this library

Other Topics