This quarter is the perfect time for business development. Don’t let the holidays distract you from your marketing efforts because many advisors generate 1/3 of their annual income in these three months. Here are just a few concepts to help you focus:
1. CD Rollovers - the chaos in the sub-prime mortgage market has spilled over […]
Entries from October 2007
Fall is Planning Season
October 23rd, 2007 · 3 Comments
Tags: CD Rollover · RMD · QCD · IRA Distribution · Build Your Market · Client Communications · Selling · Financial Advisors · Marketing · Financial Planning · Annuity
Celebrate National Retirement Planning Week
October 23rd, 2007 · No Comments
November 12-16 marks the sixth annual National Retirement Planning Week. As part of the National Retirement Planning Coalition (NRPC), FPA invites you to join in our efforts to help Americans prepare for a financially secure retirement.
Established by NRPC in 2002, National Retirement Planning Week is an annual campaign to build awareness of the need for […]
Tags: Retirement · NRPC · Baby Boomer · Financial Planning · Senior Concerns
