As someone who has had the honor of working with thousands of salespeople and entrepreneurs over the years, I’ve witnessed firsthand the transformative power of client-centered selling. It’s not just ...

Hannah Moore likes working with people who've spent most of their working years outside of financial services – she's carved out a niche training professionals who are new to the business. “We really ...

Imagine a world where selling is not about persuasion, but about connection. A world where financial advisors don't just sell products, but empower clients to make informed decisions. We have the ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Khadija Khartit is a strategy, investment, ...

Salinas Legacy Wealth Advisory Firm, founded by U.S. Army veteran and cancer survivor Jonathan Salinas, has surpassed $7 million in managed assets in its first seven months. Emphasizing transparency, ...