How to revolutionize your clients’ thinking about retirement
By Jeffrey SmithPlanning for retirement is like climbing a mountain: You not only have to reach the top, you have to make it safely back down.
May 29, 2013
Sometimes It Pays to Beware of NewcomersBe careful when signing long-term contractsthose lower annual payments could cost you in the end.
May 29, 2013
Successful agents build bridgesGetting a prospect from contact to client requires a strategic approach.
May 28, 2013
Are you grabbing just the low-hanging fruit?Are you spending so much time picking low-hanging fruit that you no longer focus on the high-level, more profitable fruit?
May 28, 2013
Are you grabbing just the low-hanging fruit?Are you spending so much time picking low-hanging fruit that you no longer focus on the high-level, more profitable fruit?
May 28, 2013
On the Third Hand: Insuring insurabilityMaybe there's another, calmer way to think about the coverage access problem.
May 28, 2013
It’s Not Just Active and Passive, but Behavioral Finance That Best Meets Clients’ NeedsTed Lundgren of NAAIM argues that the lessons of behavioral finance must inform the active vs. passive investing debate.
May 28, 2013
Middle-income America isn't ready for fee-based adviceThere's a huge disconnect between what fee-based financial advice really costs and what consumers think it should cost.
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