Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
Building your emotional portfolio
By Staff WriterAdvisors who can identify their own emotional responses and diffuse them can improve productivity, according to Hendrie Weisinger. In his book, "The Emotionally Intelligent Financial...
May 28, 2008
Balance quantity and quality to retain clientsServing your clients well depends on finding the right balance between the number of relationships and what each relationship is worth, according to David Mullen,...
May 28, 2008
Rewarding poor performanceHere's a surprise. According to the Financial Times, assets at the largest U.S. hedge funds grew by more than a third last year, despite heavy...
May 28, 2008
Boomer basicsWho are the boomers?: There are approximately 78 million boomers, or individuals born between 1946 and 1964, and this generation is approaching retirement. Boomers will...
May 28, 2008
Forever blowing bubblesBefore the current subprime mess hit, too many people referred to the situation as a housing bubble. Incorrect. I've said for some time it was...
May 28, 2008
Six steps to successful credibility marketingAccording to Don Schreiber, Jr. credibility marketing is well suited for financial professionals looking to increase their brand awareness and capture more of the market....
May 28, 2008
Managed accounts in the boomer portfolioFirst came the SMA, then the MMA and now the UMA. Managed accounts are a fast-growing and fast-evolving product. And according to experts, the evolution...
May 28, 2008
Green, for lack of a better word, is goodNo longer strictly for the patchouli-scented investors, green is now mainstream. Advisors who are skeptical of green efficiencies and marketplace potential should think again. According to...