Reward System
By Mike WerlingWarren Financial Service in Lineville, Pa., employs a referral system that rewards clients for pointing their friends and family toward the practice. The company pays members of its Referral Club for referrals that work out. Warren Financial is a
July 31, 2008
Mistakes advisors makeWhat are some of the most common mistakes advisors make when it comes to referrals? Our experts point to these: Not asking for them. Enough said. Being too aggressive. Yes, advisors must ask, but coming on too soon or too strong can doom
July 30, 2008
Retirement asset accumulation$17.6 trillion - Total U.S. retirement asset accumulation at the end of 2007. 52% - Percentage of retirement assets held in defined-contribution plans and...
July 30, 2008
A pleasant surpriseADP estimates of July payrolls indicated a surprise 9,000-job increase in private-sector jobs, according to the Wall Street Journal. Market participants are hoping the report...
July 30, 2008
SEC extends short selling ruleIn an effort to stop abusive short selling tactics at 19 major financial firms, the Securities and Exchange Commission extended an emergency rule to Aug....
July 30, 2008
Life settlement scrutiny increasesThere's a lot of action in the life settlement world these days, some good and some bad. A class-action lawsuit against American Equity Investment Life Insurance Co. resulted in over $16 million in damages awarded to seniors across the country. As
July 30, 2008
Warren Buffett's hypocrisyTruth be told, Warren Buffett's politics and policies scare the crap out of me. Every one of his public pronouncements about what we should do...
July 30, 2008
Tips for boomer job interviewsHave a boomer client that has to return to work due to current market conditions? The Olympian quotes an AARP study that finds workers 55...
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