SMART ADVISOR MARKETING

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 […]

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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 […]

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“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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