The Latest from Washington

Analysis:  Critical Negotiations on New Coronavirus Response Bill by Dani Kehoe, Counsel to NAIFA Negotiations on the next coronavirus crisis response bill are at a critical stage—currently, things are at stalemate. Both House Democrat and Administration negotiators say that they are far apart on the bill’s big-picture issues (i.e., the overall size of the bill,…

Sales Idea of the Month-August

4 Financial Adviser Prospecting Tips for Attracting Wealthy Clients                                          by John Williams at calllogic.com Anyone in the financial services industry will tell you that prospecting is their number one challenge. For a financial advisor, you must overcome a lot of obstacles just to get a meeting with a potential client. This type of…