Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
How big do you want to become?
By Norm TrainorFinancial advisors are entrepreneurs who have chosen to be in financial services.
October 28, 2010
What issues would you like to cover in a meeting with your advisor?My advisor has been talking to me about long-term care insurance, but I can't afford it.
October 28, 2010
5 social media tips to connect with clients onlineThe digital age allows advisors to connect with more clients more quickly than ever before. And that's a good thing, right? Eh, not so fast.
October 28, 2010
In response to "Ideas for cultivating your 'A' clientele"These are all great ways to cultivate your relationship with your clients and will help you become more referable.
October 28, 2010
Create a memorable brand and dominate your marketWe have found over the years one of the most fun parts of our job as financial and estate planners is marketing.
October 28, 2010
The truth lantern: What to do when clients lieIn ancient Greece, the famed philosopher Diogenes walked the daylight streets with a lantern in search of an honest man.
October 28, 2010
The 10,000-hour rule: What elite advisors, Bill Gates and the Beatles have in commonI recently finished reading the book Outliers by Malcolm Gladwell, who is also the author of The Tipping Point and Blink.
October 27, 2010
IMOs come together at NAFA SummitWhat happens when you get a bunch of normally competitive independent marketing organizations together in the same place for two days?