13 Strategies Financial Firms Can Implement To Keep Clients Happy
"We conduct annual reviews for all implemented transactions. We update every transaction every year. We encourage our clients to always call with any questions or concerns. We remind our clients to always take into consideration the projected long-term result of the transaction and not get hung up on short-term deviations, whether good or bad." - Michael S. Seltzer, Vérité Group, LLC via Forbes Finance Council
Out and About, August 2019
Michael and Iris spent a really fun evening out in South Beach, hosted by Mark Storms, VP of Wintrust and Patrick Cotter, Regional VP of Pacific Life and their respective wives.
Lion Street Owners Convention 2019
A very special time was had by all at the Lion Street Owners Convention held at Baha Mar, Nassau Bahamas, March 31-April 3, 2019. Roar!
Building a network and connecting with people in today's digital age has never been easier. However, transacting in a highly technical field, such as premium finance, requires open communication, trust, and access to the right resources through relationships. In Michael S. Seltzer's most recent Forbes publication, he outlines three key ways to differentiate and connect with the right individuals, business owners and professional advisors to not only enhance your personal network, but also to add value to your client experiences and future successes.
Eight Crucial Questions To Ask When Choosing The Right CPA
Selecting the right CPA can significantly impact the financial health and wellness of your business and personal net wealth. Featured in as a contributor in this recent Forbes article, Michael outlines the necessity of having clear goals and intentions about what you want to accomplish with a CPA in order to maximize the opportunity and point you in the best direction for net growth.
Vérité Welcomes Frank Pragosa
Bringing over 25 years of highly specialized industry experience, we are incredibly pleased to announce that Frank Pragosa will be joining the Vérité team as Director of Case Design. With his most recent role as Premium Finance Resource Center Director with Crump Insurance Services over the past 16 years, Frank comes well equipped with expertise in case design, sales strategy, and execution for premium finance transactions.
Every privately-held business owner can relate to the concept of not having enough hours in the day to conquer every single task or request that comes their way. From leveraging technology to automate tasks to simply putting in the overtime hours to accomplish what is needed to get done, these 10 Forbes Finance Council members, including Michael S. Seltzer, provide input and insight to the proven methods that help keep their business finances organized.
Premium Financing Isn't Just For Coastal Elites
Although coastal elites may be the major-league players in the credit-funded world, there is still a thriving opportunity for any business who understands and uses financing to transact. We recently teamed up with Dave and Matt Halvorson of Halvorson Company in Fargo, North Dakota, and found that while many local, privately held businesses in the Midwest not only operate using leverage, quite often to make large purchases, they don't always insure the individuals who help make the businesses run. With an understanding of the ebb and flow of financing to transact, locally owned business owners may be more open to the concept of leverage and arbitrage to enhance life insurance planning options.
Forbes Finance Council selected 12 members to provide insight on how to avoid costly mistakes which could affect how your money is managed and grown over time. Michael Seltzer explains the importance of coordinated goals and focusing on net returns when looking at overall wealth - both now, and for the future.
Every business owner should make financial literacy a part of their continuing education. Forbes Finance Council has organized an article featuring Michael's response to how business owners can enhance their knowledge and understanding of their finances and communicate transparently with a solid advisory team.