AE Insider

Every elite advisor working with Advisors Excel has their own unique way of doing things, but one habit they all share is a dedication to getting the most out of everything they do.  

As a successful independent producer, Mauro Guerra had reservations about sharing control of his firm, but since coming aboard, his sons have introduced several forward-thinking ideas that put Guerra Financial Group in position to thrive for years to come.  

Two common reasons prospects hesitate to commit are a belief that your services are too good to be true and a case of separation anxiety with their current financial professional. Dan Couture offers thoughts on how to address both concerns.