IFI Blog


Who is your Ideal client?

Wednesday, October 3, 2012

I was asked once to describe my Ideal Client. I always say my ideal client is when ever I can get both a husband and a wife or partner to sit down together and talk about their futures. They are my Ideal Client !However in the financial industry financial advisors are often quoted that their...read more

You Reap What You Sow

Saturday, August 25, 2012

  Salesmen sell products and have been trained that the secret to their success is the K I S S principle...Keep It Simple Stupid. Financial Advisors sell a relationship and research; understanding and educating their clients is the secret to their success.   - Salesmen Lose...read more

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