Badger State Asks For Privacy Breach Notices
By Staff WriterWisconsin regulators have spelled out rules for insurers, benefit plan administrators and other organizations that learn of unauthorized access to state residents' personal information.Organizations affected ...
December 04, 2006
Personal Skills Highly Valued In Advisors: MainstayInvestors want more than strong investment recommendations from their financial advisors, according to researchers at Mainstay Investments.The researchers at MainStay, a unit of New York ...
December 03, 2006
Scottish Re To Get $600 Million Capital BoostScottish Re Group Ltd. cleared a major hurdle in its effort to survive with the promise of a $600 million cash infusion from Mass Mutual ...
December 01, 2006
Re-brand yourself to target core clientsSomeone from the Midwest called me and asked, "how do you actually promote yourself or promote a specific image which you want to be associated with?" This is the $64,000 question. I am very particular about my image and that of my company. That's
December 01, 2006
Three no-fail ways to boost referrals for your businessAnd of course, one of the best ways to build your client base is through referrals. But if you're like many financial advisors, you're not quite sure how to persuade current clients to regularly offer them up. The good news is that if you provide
December 01, 2006
Integrating marketing, sales and serviceThe following is based on one of The Covenant Group's clients. All of the names and telling details have been changed to preserve client privacy. When I first met Corey, he had all the tools to be a great financial advisor. All he needed was a
December 01, 2006
Insuring your wealthRecent studies have found that the opposite is true. Research by the AARP found that more than 80 percent of Baby Boomers have not received an inheritance. Many Baby Boomers do not even expect to receive a significant inheritance. This is due in
December 01, 2006
Be in The Zone, even when you're notIn our conversations so far, we have been building a true "master" of the art of selling from the bottom up. As we examine closely the psychology and behavior of the sales person who is committed to excellence, we see that they tend to play a kind