SMART ADVISOR MARKETING

As I wrote that, it sounded like something from Star Trek. But it’s not.
I’ll let you in on a little secret. Large corporations have spent billions of dollars collecting information on consumers. They can tell you what their ideal client looks like and where to find them. So when they do their marketing, it […]

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The easiest sales we ever closed were the clients who had problems that we could solve.
Check out these headlines from the last few weeks:
“U.S. stocks are off to the worst start to the year on record, according to key market measures”
“2007 may be a record year for capital gains distributions from mutual […]

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Bill Gross, founder and chief investment officer of PIMCO, had a great article in Fortune last month. He described the ’sub-prime’ financial mess this way:
“The tangled web of sub-primes has claimed more than its share of victims in the last months; homeowners by the hundreds of thousands, to be sure, but also those who created, […]

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