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Can you turn cold calling into warm calling and selfish referrals into selfless ones? Hu shares these tips and more methods to help advisors at any level increase their results and productivity. 

Hu analyzes the pros and cons for positioning funds into a permanent life insurance policy versus the stock market and how these strategies may benefit your client based on their goals and needs within their overall financial plan. Topics include death benefit, estate planning, portfolio diversification and tax strategies.  

Rick Hu succeeded during the 2008 financial crises. He discusses how he did that, which includes taking a fact-finder and recreating it as an “emotion-finder.”

Rick Hu, a Top of the Table qualifier from New York City, explains why selfless referrals are a key component of putting the clients’ interests first. Presented at the 2017 Annual Meeting.