Annuities
Annuity news and analysis, including coverage of annuity market regulatory, compliance and legislative issues.
What happened to personal service?
By Kim MagdaleinHere's how to compete with the Merrill Lynches and Fidelities of the world.
August 17, 2014
6 more self-motivation techniquesIf you know what you want, why arent you taking steps to get it? These 6 self-motivation tips will help you make your dream a reality.
August 16, 2014
Don’t be a voicemail manipulatorIf youre desperate enough to mislead your prospect just to get a return call, maybe its time for a new career.
August 15, 2014
How to market to the ever-growing female clienteleRebecca True, a financial advisor who specializes in working with women, shared some of her insights into this market at the 2014 Advisor Network Summit.
August 15, 2014
LinkedIn: A prospecting treasure trove, Part 1The LinkedIn possibilities are endless! With a steady stream of new features, this platform is your go-to source for lead generation.
August 14, 2014
The advisor’s role in financial underwritingBeing aware of how underwriters think, what they expect, and what to avoid is essential for an advisor.
August 14, 2014
Herm Edwards on leadership, preparation and legacyESPN analyst Herm Edwards kicked the motivation factor up a notch at the 2014 Advisor Network Summit in Las Vegas.
August 14, 2014
4 ways the rules of engagement are changingIn the age of Big Data, Patrick Leary says the role of the sales professional is now about helping consumers weed through information.