Tom Felich - Annuity Sales Consultant, Author at Creative Edge

New year brings opportunity to connect with clients

Another year has come and gone. Did you connect with your clients as much as you hoped? Maybe you had good intentions but struggled to find the time in the midst of appointments, presentations and continuing education. To grow your practice, you must build strong relationships and make client contacts a priority – even when… Read More

Court prospects with the Social Security Suite

One of the largest areas of concern among retirees and pre-retirees is Social Security. In 2013, almost 58 million Americans will receive $816 billion in Social Security benefits, according to the Social Security Administration. Every day people are trying to understand when to start their benefits, how to maximize the amount they receive and how… Read More

Re: Evaluating A Client’s Worth

We place value on just about everything in our lives. Some things like family, friends and mementos from our past we consider invaluable. Sometimes we assign a dollar amount to an item, which is necessary when we go to buy, sell or trade it. Yet when you think about the inherent value of your book of business, how do you determine how much a client is worth to your practice? It can be a lot more complex than simply taking into account his or her assets under management. It’s important you consider the potential clients have for helping you grow your business … and that you act accordingly by showing them real appreciation.

Opportunity Is Everywhere