• General

    Financial Investment Management – The ‘Burden’ of Money

    On a regular basis, situations arise in which people are faced with the “new” responsibility of making financial investment management decisions. This can happen for many different reasons. Often it is a situation in which money has been inherited – a 401(k) rollover, exercised stock options, proceeds from a lawsuit and even the lottery. A surviving spouse also might face this challenge when faced with the “new” responsibility of making the financial decisions. Although the reasons may vary in the creation of these situations, the impact it has on a person is typically the same- a great deal of anxiety. A person goes from one day of not having any…

  • General

    5 Features to Look For In Investment Management Software

    If you handle the assets and investments of clients, then I am sure you agree that an investment management solutions in an important tool, one that you use in your day to day work. However, with so many options available it can sometimes be difficult to decide which solution to go for. So if you are currently looking for such a tool, here are 5 features to look for in investment management software. 1. Remote & Mobile Access If you want to access clients’ information easily, then you should look for a solution which includes a web-based and also mobile option, so you can remotely access vital data anywhere you…

  • General

    MLM Lead Conversion – 7 Persuasive Steps

    What are you doing when trying to entice people to join your Multi-level Marketing organization? You are SELLING them on the idea of joining. Did you get that subtle hint? In order to be successful at increasing the number of people in your downline you must use the same technique great sales professionals use to sell anything. Like all great sales people you must be able to persuade the lead that it is in their best interest to become part of your organization. Colleen Szot has written a great book about sales persuasion, Yes, 50 Secrets From The Science of Persuasion. Below are 7 steps to being persuasive when converting your…