TITLE

Shifting From Advisor to Coach

AUTHOR(S)
Matson, Mark
PUB. DATE
February 2003
SOURCE
Advisor Today;Feb2003, Vol. 98 Issue 2, p50
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Focuses on how insurance agents can shift from their role as adviser to financial coach. Need to eliminate mindsets about financial investments; Strategies for developing the financial coaching potential of an advisor; Improvement of the relationship between insurance consultant and client.
ACCESSION #
9020006

 

Related Articles

  • Risk valuations could suffer under clawback policy. Kennedy, Chris // Money Management;9/27/2012, Vol. 26 Issue 37, p3 

    The article discusses the negative impact of the three-year responsibility period for the advisers which are proposed by the Financial Services Council (FSC) of Australia.

  • Zurich CEO defends role of commissions. Taylor, Mike // Money Management;8/15/2013, Vol. 27 Issue 31, p3 

    The article reports that Colin Morgan, chief executive of Life and Investments, defends the role of financial adviser commissions on ensuring the accessibility and affordability of insurance advice.

  • All NAIFA Is Local. Woods, David F. // Advisor Today;Nov2003, Vol. 98 Issue 11, p10 

    Focuses on the dedication of the National Association of Insurance and Financial Advisors (NAIFA) to its members in the U.S. Delivery of political advocacy and member benefits that improve the members' bottom line; Provision of information to government administrators on the significant...

  • April 15 -- A Day of Rejoicing? Hersch, Warren S. // National Underwriter / Life & Health Financial Services;4/26/2004, Vol. 108 Issue 16, p8 

    Reports on the benefits derived by U.S. insurance advisers from clients' heightened focus on tax-advantaged investment vehicles, as well as the more favorable tax treatment of those products in 2003 returns. Funding of individual retirement accounts; Enactment of the health savings account as...

  • A Mixed Bag.  // Advisor Today;Mar2004, Vol. 99 Issue 3, p35 

    Presents predictions from financial experts regarding the future of insurance and financial advisers in the U.S. Increase in annuity sales; Life insurance sales.

  • One-Person Branch Offices? Sanders Sr., Gary // Advisor Today;Apr2004, Vol. 99 Issue 4, p26 

    Reports on the opposition of the National Association of Insurance and Financial Advisors (NAIFA) to the proposal of National Association of Securities Dealers to the U.S. Securities and Exchange Commission to replace the definition of branch office with one based on the number of salespeople...

  • Reform Can't Wait. Gerber, Michael // Advisor Today;Apr2004, Vol. 99 Issue 4, p54 

    Reports that the National Association of Insurance and Financial Advisors (NAIFA) is supporting federal and state proposals to improve insurance regulation in the U.S. Suggested reform policy and guide of the NAIFA for regulatory improvement; Aim of NAIFA to achieve positive reform for its...

  • What A Broker-Dealer Should Be Offering Successful Advisors. Markham, Craig W. // National Underwriter / Life & Health Financial Services;2/26/2007, Vol. 111 Issue 8, p13 

    The article discusses the services that broker-dealers (B-D) should offer for insurance advisors in the U.S. With the changing trend in the financial services industry, the growing market competition and the tight regulations, B-D are advised to give advisors a solid capital position. Other...

  • Retirement Business is Changing; Advisors are Adapting. Cochrane, Ken // Wealth Channel Magazine;Spring2010, p35 

    The article offers information on the changing pattern of economic climate and the financial services marketplace for retirement business across the U.S. To remain in competition and retain their clients, advisors have accepted the demands of heightened scrutiny, awareness and complexity, by...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sign out of this library

Other Topics