When it comes to meeting with a new sales prospect, asking the right questions during prospecting or discovery will help you get to their needs and improve your chances of closing the sale.
For a growing number of older Americans, Maine isn’t just Vacationland — it’s a desirable place to retire. While some come because of family or New England ties, others cite reasons from Maine’s cool climate that’s less prone to extreme weather and plentiful continuing education opportunities.
Wealth management firms are undergoing a transformation, with new hires and promotions, acquisitions and expansion into larger quarters. Factors driving growth include evolving client expectations in a volatile economy.
