What Agents Deal With In Moving To Fee-Based Planning
By Barry HigginsWhat Agents Deal With In Moving To Fee-Based PlanningByTwo appointments--3 hours. Detailed needs analysis--4 hours. Time spent driving to and from a prospects home--2 hours, ...
September 01, 2002
Seven stages revisitedBack in May 1999, George Kinder published The Seven Stages of Money Maturity (Dell, available through the Investment Advisor bookstore at www.investmentadvisor.com). Here's what Senior Editor...
September 01, 2002
Prospecting StarMineThese days, finding a good analyst is like trying to find a needle in a haystack. Or like being suddenly cast adrift from your trusted,...
September 01, 2002
Kinder on Childhood & MoneyYou focus a lot on how attitudes about money are formed in childhood. Why? As a rule, I don't go into childhood with my clients although...
September 01, 2002
The Reps Speak: FSC SecuritiesTina Manion of Retirement Planning Specialists in Cincinnati says there's no comparison between FSC Securities, Broker/Dealer of the Year in Division IV, and the other...
September 01, 2002
A Real GambleDean Parisian criticizes the investing conservatism of Native American council leaders who will only put tribal funds into ultra-safe investments. But are there really so...
September 01, 2002
Understanding LTC UnderwritingAs underwriting requirements toughen in the LTC insurance market, some clients may find themselves unable to get insurance. One way to help your client find...