SMART ADVISOR MARKETING

A practical conversation about marketing for professional financial advisors. Not intended for consumers.

Entries from July 2007

For Elderly Investors, Instant Experts Abound

July 11th, 2007 · No Comments

“Financial advisers with little training give counsel they are unqualified to offer, advocates for the elderly say.”
The Sunday New York Times on July 8th, had a front page article that will definitely be stirring up the competition. Basically it reported how unscrupulous annuity agents were using questionable designations to take advantage of seniors.

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Tags: Ethics · Insurance Company · Marketing · Financial Advisors · Selling · Senior Concerns · Annuity