Develop New Business in 2009 With These Talking Points

RELATED CONTENT

Key Financial Data for 2009

More than ever, it's crucial to have quick and easy access to the brackets, thresholds, limitations, exemptions, and numbers you need to help clients plan throughout the year. Keep this link handy and refer to it throughout the year.

What to Say When You've Said It All Before

Tired of sounding like a broken record, feeding clients the same "stay the course" lines over and over? Retool your approach with a conversation that will give your clients perspective and confidence for the future.

How to Counter Negative News About Your Firm

Horsesmouth Essential: Your association with a large, recognizable firm gives you a boost in credibility—but what happens when the company name turns into a liability? Here's how to handle both clients and prospects when the news about your firm is negative.

Be the Voice of Reason for Clients Thinking About Raiding Retirement Funds

Clients may be eager to tap their 401(k)s and IRAs in these tough times, but they need to be fully aware of the consequences.