As the financial industry evolves, industry professionals must adapt to new approaches and ideas to survive, grow, and prosper.

It has become increasingly difficult to maintain a current client base, let alone attract new clients with an investment environment that moves faster than a stock trade. The prospecting market is changing, becoming more challenging and risky, with consumer rights protection such as the 'do not call" lists, with their hefty fines and new compliance requirements. The simplistic and commonsense approach is gone-instead, we have developed a 'brokerese" language that...