SMART ADVISOR MARKETING

We just returned from the Senior Market Advisor Expo in Las Vegas. We can’t say enough about the quality of the folks that came by to see us. This year there was a genuine interest in trying to offer quality service to their clients. Most of the advisors were trying to build systems to stay […]

[Read more →]

Now is not the time to hide from your clients. Yes, the financial markets are in more turmoil than they have been in a couple of years. Yes, there’s a national election on the horizon that could change many of our tax and retirement plans. Yes, there’s the potential for greater terrorist violence. But now […]

[Read more →]

Washington, D.C., Aug. 7, 2007 — Securities and Exchange Commission Chairman Christopher Cox announced today that the agency will hold its second annual Seniors Summit on Sept. 10, 2007, at the SEC’s Washington, D.C., headquarters. The event will further examine how regulators, community organizations, and others can increasingly coordinate efforts to protect older Americans from […]

[Read more →]

In February 2007, Javelin Strategy reported that 8.4 million Americans became victims of identity fraud in 2006. The FTC calls it the ‘fastest growing white collar crime’. When we surveyed advisor’s recently, they told us that almost 40% of them had experience with identity theft with their friends, family or clients. In a follow up […]

[Read more →]