Archives / 2013 / November

The Confident Introvert: The Ideal Sales Personality

The Confident Introvert:  The Ideal Sales Personality

(This blog can also be found at the FPA Practice Management site: http://practicemanagementblog.fpanet.org/2013/10/04/the-confident-introvert-the-ideal-sales-personality/) There are two main types of prospects in the wealth management industry:  1) those entirely new to the process of outsourcing and 2) those that are replacing an existing practitioner relationship.  Every growing firm has the cha ...[Read More]