Planning from the Inside-Out
“ When I talk to people in the audience about their financial priorities they are usually quick to answer with such things as college funding for their kids, being out of credit card debt, having a substantial emergency fund, being able to retire well, and leaving a legacy”, says Nick.
“The question I pose: Is their behavior consistent with their priorities?”
Through his real life ... (MORE)
Mr. Nicholas Preddice Travels From New York, NY
Adapting Your Practice or Business
This workshop prepares us for the aging of our clients. Recognize the needs of seniors- their vision, hearing, mobility and psychological needs. Adapt your office and staff. Modify your marketing and sales materials accordingly.
See a version of this presentation in the Document Center. (MORE)
Laurel Stauffer-Daly CLU, Chartered Financial Consultant Travels From New York, NY