Home office 101
By Staff WriterBo 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
May 01, 2008
Securing your client's retirement future from the cost of long-term care - Part IHow will the economic downturn affect the long-term care insurance business?Recently, advisors have been asking this exact question, as have most people regardless of their profession. Many can't help but recall the 1991 national recession and how
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
A generational challengeMore Americans will reach retirement age over the next two decades than at any other time in this country's history. Unlike their parents who relied on traditional pensions, boomers will be the first generation whose principal retirement
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
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