SMART ADVISOR MARKETING

There was an interesting study reported last week about how a group of employees would relate to a potential new boss. They were given a resume for one person that was pretty generic. Then they were given another resume for the same person but it was written including words like ‘caring’ and ‘nurturing’. In communication […]

[Read more →]

A week or so ago we got a call from one of our customers who wanted to know if we did ‘email capture’. We explained that his website visitors can sign up for a newsletter, request information or enroll for an event and when they did that they supplied their email address.

No, that’s not what […]

[Read more →]

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 →]