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Results: 4

Guiding clients to a yes

Alan C. Kifer, CFP, LUTCF

May 1, 2023

Guiding clients to a yes

Longtime Top of the Table member Alan C. Kifer, CFP, LUTCF, talks about two of his favorite ideas for working with clients, including the invaluable questions he asks clients.
Save thousands: Rent an office by the day

Alan C. Kifer, CFP, LUTCF

Mar 24, 2023

Save thousands: Rent an office by the day

As more and more clients and staff are comfortable working from home and using video chats to meet, your office may frequently sit empty. Instead of paying rent for a barely used office, Top of the Table member Alan Kifer started renting offices by the day on an as-needed basis. This allowed him to save thousands of dollars in rent. It also helped him provide better client service. Find out more in this video.

How to read what clients aren’t saying

Alan C. Kifer, CFP, LUTCF; Edward Franklin Marshall, APFS; Elke Rubach, LL.M., CLU

Jan 2, 20246 min

How to read what clients aren’t saying

Understanding body language can transform client relationships.
Simplify taxable options and dress for success

Alan C. Kifer, CFP, LUTCF; Micheline Varas, RHU; Jeannine Resteiner-Citoli; Robert J. Hack; Joyce Chan

Sep 1, 20234 min

Simplify taxable options and dress for success

Simplify the three types of taxable investments and dress to make your clients comfortable.