12 Key Factors for Blended Families in IRAs, Qualified Retirement Plans
By Stephan R. Leimberg, L. Paul Hood, Jr., Jay Katz, Martin M. Shenkman, Ed MorrowSometimes, you get Ozzie and Harriet. Other times, you get the Brady Bunch.
August 23, 2017
11 Sales Pitches That Kill SalesHere are some common approaches that could turn "maybe" into "get lost."
August 23, 2017
How to Court the Next Wealth GenerationTo establish relationships with the children of current clients, advisors must view them as brand-new clients.
August 22, 2017
Unintended Consequences of Quantitative EasingA money suggests that years of near-zero interest rates just might have been hard on your clients
August 22, 2017
Will CFP Board Make History?The standards move financial planners towards professionalism on a number of fronts, but more steps need to be taken in three areas.
August 22, 2017
3 Good Closing Lines, 3 Bad Closing LinesSometimes, clients who need your products also need a little extra help getting to 'yes.'
August 21, 2017
Increase Your ROI on Marketing Dollars with PartnershipsYou need to maximize the performance of your marketing spending. Try teamwork.
August 19, 2017
Why Most US Pension Plans Will Shaft Their ParticipantsThe world is already facing a $427 trillion retirement savings shortfall.
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