SMART ADVISOR MARKETING

A practical conversation about marketing for professional financial advisors. Not intended for consumers.

Entries Tagged as 'Scam'

SEC to Convene Summit to Combat Investment Fraud Against Senior Citizens

August 8th, 2007 · No Comments

Washington, D.C., Aug. 7, 2007 — Securities and Exchange Commission Chairman Christopher Cox announced today that the agency will hold its second annual Seniors Summit on Sept. 10, 2007, at the SEC’s Washington, D.C., headquarters. The event will further examine how regulators, community organizations, and others can increasingly coordinate efforts to protect older Americans from […]

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Tags: Scam · Ethics · Credential · Financial Advisors · Senior Concerns

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 […]

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Tags: Financial Planning · Internet Marketing · Client Communications · ID Theft · Scam · Ethics · Financial Advisors · Marketing · Credential · Selling