It’s official: baby boomers are beginning to retire. For this reason, advisors may see (or have already seen) an increase in the number of participants retiring. Those on the verge of retirement have accumulated wealth their entire working lives and have created their own Paycheck Manufacturing Companies from their 401(k). However, is this enough to guarantee them a Paychecks for Life®?

Social media seems to be everywhere these days. As a recent study published by Financial Planning magazine shows, just over half of advisors are using social media like Facebook, Twitter and LinkedIn in both their personal and professional lives. According AdvisorOne, nine percent of all LinkedIn users are in the financial industry. However, with compliance concerns on the rise, it can be difficult to know what you can post and what you cannot.

All companies strive to provide exceptional service, but few do what I call..."Special.” How do you do Special? “Special” are those little things that a company can do and must do in today’s competitive marketplace to make its customers stand up and, not only say, " Wow, now that was special," but want to tell the world about how exceptionally special it was.

It’s important for financial advisors to build leads, which boost business development. In this technology driven age, LinkedIn is an excellent tool for financial advisors to identify prospective clients and referral sources. LinkedIn was founded in 2002 by Reid Hoffman and today boasts over 100 million members in 200 countries making it the world’s largest professional networking website.