Banco Popular de Puerto Rico
Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.
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The no-nonsense CEO fields rapid-fire questions on everything from Amazon's interest in financial services to how the SEC is handling the fiduciary rule
May 9 -
When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.
May 11 -
Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.
May 16 -
Coaching isn’t right for all advisors — but if you think you can accomplish more with your career, it’s worth considering. A coach tells you what to look for.
June 1 -
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Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.
April 12 -
Don’t let them do a deal before you bring up these important topics.
April 26 -
When they get jittery about stock swings, their worries create a huge opportunity for advisers. Here are actions to take right away.
December 14 -
It’s better to have these conversations long before your clients need to use a policy.
May 9 -
Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.
May 12
