Poor reasons to switch B/Ds
By Staff WriterFor all of the good reasons to rethink a relationship with a broker/dealer, there are some bad reasons, too. Some of the more prevalent mentioned...
July 01, 2008
Reaching out for more contactsJack Keeter, president of Jack Keeter and Associates in Anaheim, Calif., says there are two questions advisors need to ask themselves when seeking out other professionals: Who has a book of my ideal clients? How can I reach
June 30, 2008
Spreading the referral love aroundAny "Top This" or "Top That" list is bound to leave out some commendable contenders, and this is no exception. There are many professionals who are worthy allies for senior financial advisors. Stephen Drain, senior vice
June 30, 2008
Inflation and health care top retirees' concernsFuel to the fire for advisors looking to make a case for products including universal life is a new survey which suggests that more folks worry they will run out of money in retirement, mostly due to concerns about inflation and the rising cost of
June 30, 2008
Prepare to counter...Common sense dictates that clients are less inclined to object to a product that provides them with a quick, clear bottom-line return on investment. Usually the recommendations that draw the most resistance from clients are those involving products
June 30, 2008
The three benefits of networkingAny "Top This" or "Top That" list is bound to leave out some commendable contenders, and this is no exception. There are many professionals who are worthy allies for senior financial advisors. Stephen Drain, senior vice
June 30, 2008
Reaching out for more contactsJack Keeter, president of Jack Keeter and Associates in Anaheim, Calif., says there are two questions advisors need to ask themselves when seeking out other professionals: Who has a book of my ideal clients? How can I reach
June 30, 2008
Riding the SEC rollercoasterIt's been nearly a week since the Securities and Exchange Commission voted 3-0 to define equity indexed annuities as securities and I have a question to ask: Are you strapped in tight for the SEC rollercoaster? Who knows how this will play
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