The key to a good seminar is your sales tactic, says Grant Shorten, director of strategic insights with Renaissance Investments.

The all-important first meeting can either make or break an advisor’s relationship with a prospect. Here’s how to ensure a good impression.

After the volatile latter half of 2011, this year represents a time to go hunting for new clients who have lost faith in their existing advisor. It’s time to build some discipline into your practice.