New Angle to Build Client Base?

Here’s a new twist to developing a pipeline of referrals. Organizing a workshop for potential clients is “old hat” and successful results are dependent on the advisor’s effectiveness in his “show and tell” presentation; how knowledgeable he is about the products he’s selling, and his ability to convince his audience to do business with him. [...]

Mortgage Rates Rise as Economy Rebounds

financial services industry

Mortgage rates are on the rise, leading many to jump into the home buying market sooner rather than later. Rates have risen again to over 5%, a full percentage point higher than they were two months ago. Still, these rates are bargain basement compared to how they were just a few years ago. Many home [...]