Ask for referrals
By Daniel WilliamsWhat's the biggest issue or roadblock you're finding in your practice today? For many advisors I speak to, it's referrals. It may sound like a simple solution, but if you're not getting the number of referrals you want, then
March 10, 2009
ETFs as retirement investments gets a pushAs financial service giants Schwab and Pimco signal an interest in selling ETFs, the move could possibly boost the presence of the lower-cost funds in...
March 10, 2009
Madoff to plead guiltyBernard Madoff will plead guilty this week to 11 counts. He faces up to 150 years in prison. Madoff's attorney told the judge the possibility of...
March 10, 2009
Seniors are underinsured7.1 million: Number of adults between 50 and 64 who were uninsured in 2007. 9%: Percentage of income represented by health insurance premiums for an individual who makes $40,000 per year. 8.2 million: Estimated number of older adults
March 10, 2009
Younger boomers face greater reduced income in shift to DC plansYounger boomers face the greatest risk from an accelerated shift to defined contribution (DC) from defined benefit (DB) pension plans. While most older boomers will...
March 09, 2009
Ten ways to thank clients everydayUnder-promise and over-deliver. Do a little more and write it up in the bill with "no charge." Work hard and bill fairly. Return calls promptly, even if it's just to acknowledge you received the client's call and will get ba
March 09, 2009
Scammers use IRS to target seniorsAs tax season approaches, scammers using the Internal Revenue Service as a guise are targeting seniors in phishing scams, according to an AARP Scam Alert. The first hint that an e-mail from the IRS is part of a scam is its appearance in an inbox
March 09, 2009
James A. MitchellJames A. Mitchell, CLU, ChFC has been named one of the "100 Most Influential People in Business Ethics" by Ethisphere Magazine, a global publication dedicated to examining the correlation between ethics and profit. The list recognizes
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