Raising growth capital in 2008 and beyond
By Andrew J. ShermanAfter over two decades of being an entrepreneur, and advising other entrepreneurs and growing companies, I have found one recurrent theme running through all of these businesses: Capital is the lifeblood of a growing business. In an environment
May 01, 2008
Sloan's teaching tips for advisorsEducate clients on their financial outlook and your plans for them. Don't be in a hurry to close the deal. Study the client's needs and determine the biggest holes in their financial situation and how to fix them. Work to eliminate your client's
April 30, 2008
A permanent spin on term lifeStrip a permanent life insurance policy such as universal life of its ability to accumulate cash value and what's left is a product that offers the policyholder a guaranteed death benefit to age 100, yet costs only slightly more than a term
April 30, 2008
Storage space-saversAnyone who has had to save copious amounts of paper knows the frustration that mounts as storage space dwindles. That becomes even more apparent to someone who works from a home office. Bob Adams, owner of A Safe Harbor in Winter Park, Fla., knows
April 30, 2008
The laundry listA home office should be set up to function like a traditional office. Everything the advisor can accomplish in a corporate office should be doable in a home office, too. To make that happen, senior advisors who decide to work from home should think
April 30, 2008
Home office 101Bo Johnson is the chief marketing officer at Financial Independence Group in Cornelius, N.C. In that capacity, he has helped countless advisors improve their marketing and sales efforts. What about advisors with home offices? Johnson says although
April 29, 2008
Direct mail vs. e-mail17% - Percent increase in direct mail offers sent in 2007. 40% - Percentage of emails sent to customers by banks and credit companies. 90% - Percentage of people who find at least some of their business-related e-mails usefu
April 29, 2008
Robin SwartzRobin Swartz, left, has joined URL Financial Group as Medicare department specialist. She has over 12 years of health insurance experience, three of which are in the Medicare field. Swartz comes to URL from HealthAmerica, where she was the
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