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 Tagged as 'RMD'
Fall is Planning Season
October 23rd, 2007 · No Comments
Tags: CD Rollover · RMD · QCD · IRA Distribution · Build Your Market · Client Communications · Selling · Financial Advisors · Marketing · Financial Planning · Annuity
