Financial Advisors

The Value of Prospects Who Don’t Close

By John Pojeta | December 30, 2020 3:25 pm

Sometimes, the best prospects are the ones who, originally, got away. The combination of a traditional sales mindset and industry developments—such as the rise of aggregators—can mean that advisors overlook...

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Know Your Personnel

By John Pojeta | February 12, 2020 5:00 pm

Want to build a great team? Try watching the NFL Combine. My son loved playing high school football, and during those years we established a tradition of camping on the...

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