NOT for everyone
Customer testimonials aren't for everyone.
5 ways to gather customer testimonials
Surveys, advisory boards and putting clients first are on the list. Learn some of the top methods to get your clients to extol your virtues.
What do your clients know about annuities?
Having trouble convincing your clients that annuities have a place in their retirement plans?
Leave a lasting legacy
Despite the economy, boomers are still in the mood to give, and advisors are using the strategies best suited for the times. Mark Johnson's client had...
Ranking of funds and causes
The level of American charitable giving continues to be higher than 2 percent of GDP, which charity groups take as a positive sign, especially during...
Best year ever
More advisors than ever are going independent and recruiters have their pick of the talent pool. Find out what they're looking for - and why...
Are you ubiquitous?
Jerome Hoxton has an experiment he asks people to try if they are unsure about the impact of advertising on promotional products -- those free pens, notepads, highlighters, T-shirts, golf balls, mouse pads and myriad other items companies place
The educated boomer parent
Unbelievably, too many boomer parents still save for college with taxable vehicles. Advisors need to steer them toward tax-advantaged accounts - like 529 plans. Parents know...
LTCI: Sell the need
"The product doesn't sell the product," says Dane Petchul, the owner of Long Term Care Insurance Pros in Irvine, Calif. "You can go through all of the options and the numbers all day and still not sell the
The power of personalization: Direct marketing done right
Think direct marketing is dead in the advisor space? Think again. Advancements in client management touch points and resources put advisors on the path to...