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 […]
Entries Tagged as 'Internet Marketing'
Don’t Adopt A ‘Bunker’ Mentality!
August 21st, 2007 · No Comments
Tags: Referrals · Newsletter · Client Communications · Internet Marketing · Baby Boomer · Marketing · Financial Planning · Selling
How Top Financial Advisors are Using ID Protection to Achieve Explosive Growth
August 3rd, 2007 · No Comments
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 […]
Tags: Financial Planning · Internet Marketing · Client Communications · ID Theft · Scam · Ethics · Financial Advisors · Marketing · Credential · Selling
