Advisors May Still Lose Right to Earn Commissions on IRA Advice
By Dale BrownThe Department of Labor will likely issue a reworked version of its fiduciary proposal in late Q1 or early Q2, and concerns about its potential impact remain very real.
January 15, 2013
Fiscal Cliff Deal Opens Floodgates for 2013 Roth ConversionsCongresss fiscal cliff agreement provides a window that could allow many clients to reduce their future tax liability during retirement.
January 15, 2013
Want to reach the masses? Try an ad on FacebookHeres the story of one financial advisor who used Facebook to gain new clients.
January 15, 2013
Want to reach the masses? Try an ad on FacebookHeres the story of one financial advisor who used Facebook to gain new clients.
January 14, 2013
America, home of the sick and the fatA new study shares a dark truth: We Americans die younger than people in other rich countries and are in poorer health for much of our lives.
January 14, 2013
Defining the sales process, part 3Dont stop when the prospect objects. Here are some great ways to counter objections and close the deal.
January 14, 2013
Defining the sales process, part 3Dont stop when the prospect objects. Here are some great ways to counter objections and close the deal.
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