A key component
By David PortIn the days before the current Bush Administration enacted its controversial plan to phase out and ultimately repeal the federal estate tax, it was a foregone conclusion for advisors working with high-net-worth clients to suggest some form of
December 31, 2005
Points of referenceSo, your financial planning practice is up and running. In fact, maybe it has been humming along for several years now, and you've done a fine job for your clients. But you're finding it harder and harder to stay on top of every latest development.
December 31, 2005
Five ways to generate more leadsIn a world of prospects, it's difficult to know where to start when developing leads. New Jersey-based estate planning attorney Gary Garland says, "Keeping business flowing is the Holy Grail of the estate planner." So how do advisors and
December 31, 2005
Pressure packedThe changing face of retirement. What does that mean? Well, given the human propensity for individuality, it could mean 76 million different things over the next 25 years. Retirement is changing because boomers are like this, or because boomers are
December 31, 2005
Let me introduce you to my clientsForming professional relationships with CPAs, estate planning attorneys, tax attorneys or anyone else you want to throw into the mix can be exponentially profitable for your business and theirs. In an industry that thrives on referrals, what better
December 31, 2005
Follow up with successA successful initial meeting with a prospect is wasted if you fail in the next important step: following up. What are the best ways to follow up? That depends on who you ask. So we decided to ask many of you how you do it. What are your best ways...
December 31, 2005
LTC Insurers Face Biggest Issue: Consumer ApathyIndustry optimism regarding long term care insurance has waned. Replacing it is a more realistic assessment of the market's potential and its challenges. Following 4 ...
December 31, 2005
LTC Insurers Face Biggest Issue: Consumer ApathyIndustry optimism regarding long term care insurance has waned. Replacing it is a more realistic assessment of the market's potential and its challenges. Following 4 ...