Monthly Archives: March 2014

If You Haven’t Done This First… every sale is going to be difficult

The definition of conviction is: a fixed or firm belief So how much conviction do you have for the process or product you sell?  In other words, how many of the products that you sell do you actually own? I … Continue reading

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If You Sell REIT’s or Sell Against Them… you need to watch this video

Whether or not you sell REITs this video is a must see.  If you sell REITs you need to watch this so you know what you need to be disclosing to your clients, to keep you out of trouble. If … Continue reading

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Testimonials You Can Use No Matter How You Are Licensed

We’d all love to use testimonials… they are powerful.  However, the rules about testimonials depend upon how you are licensed.  So, let’s just talk about the potential ways to use testimonials regardless of whether you are an RIA, registered rep … Continue reading

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