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SupportingAdvisors.com Forum"Supporting Performance" |
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SupportingAdvisors.com Forum"Supporting Performance" |
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Terms and Conditions
This forum is for individuals to discuss and express their opinions on topics related to financial matters. It is NOT a place where individuals should base their investment decisions. The information provided by the posters is the responsibility of the posters and SupportingAdvisors.com does not endorse these opinions in any way. SupportingAdvisors.com is NOT responsible for the accuracy and the correctness of this information. If you are going to invest or provide advice to clients, please read the prospectus first and do your own due diligence. There are no free rides in life! |
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Anything Goes!
Are you a successful independent financial advisor? Do you have clients referring you to their families and friends? Share your trade secrets and experiences here. Under Anything Goes, all topics under the sun are open for discussion. |
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Investments
Discuss the features of the latest mutual funds or investment products. What criteria are important in choosing a mutual funds? How do you build performing portfolios that matches the needs and risk tolerance of your clients? Stay on side by understanding and following the rules of the MFDA. |
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Insurance
Discuss the unique features of different types of insurance products. Discuss term, permanent, critical illness, disability, group, travel, etc. Which products do you recommend to your clients and why? Discuss compliance issues and errors and omissions. Discuss ways of building strong client relationship to be able to cross sell other insurance products. |
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Financial Planning
Discuss and fine tune each step in the Financial Planning Process. Share your expertise and your knowledge to help other advisors help their clients. What works and what doesn't work? |
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Mortgage
Discuss the mortgage industry. How to increase the usage and attitudes of clients towards Mortgage Brokers? Criterias to assist a "B" client with the right lender. A forum where Investment/Insurance professionals may meet other Mortgage Professionals to help each other's business. |
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