SMART ADVISOR MARKETING

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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“Financial advisers with little training give counsel they are unqualified to offer, advocates for the elderly say.”
The Sunday New York Times on July 8th, had a front page article that will definitely be stirring up the competition. Basically it reported how unscrupulous annuity agents were using questionable designations to take advantage of seniors.

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