Retirement Lists
Read about the top trends affecting retirees, including their lifestyle choices, investments and related topics.
Winning Scripts for Cold Calling
By Bill GoodIn my May article, "I Love to Cold Call," I asked for your best cold-calling scripts. I received 65 scripts! I sent everyone who responded...
October 31, 2008
Getting personal with direct mailStudies in the direct mail industry continue to demonstrate that highly personalized direct mail packages result in increased response rates. In fact, a study conducted by marketing group POD showed a 1,000 percent increase in client and prospect
August 28, 2008
Back to School on 403(b)sThis year, as budget makers in schools across the country decide whether the football team needs new uniforms or the gym really deserves to be repainted, they have one more item to add to their lists: How to deal with a new regulation, effective January 1, 2009, which is likely...
September 30, 2007
Zero In On 76 Million Boomers Starting To RetireSeventy-five percent of plan participants switch their primary financial advisor or initiate a relationship with an advisor within five to 10 years of retirement.
September 29, 2007
Zero In On 76 Million Boomers Starting To RetireSeventy-five percent of plan participants switch their primary financial advisor or initiate a relationship with an advisor within five to 10 years of retirement.
August 01, 2007
Marketing True ConfessionsRich Coppa and Darin Gartland, his partner at Wealth Health in Roseland, New Jersey, have tried a number of marketing tactics since they launched their...
July 01, 2007
Tips for the Newly EmployedCarry cash--without a credit card, there's no temptation to buy beyond your means. Know where your money is going--keep track of purchases by making...
July 01, 2007
Shame, Shame on Us All!That was a very nice puff piece about Mary Schapiro (Investment Advisor May 2007 Cover Story, "At the Helm"). Sadly, her stated goals will never...