"We are what we
is not an act,
but a habit."
May 15, 2012 (comments: 0) | add a comment >
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®?
read more > What Can Advisors Do to Ensure Participants a Paycheck for Life®?
April 13, 2012 (comments: 0) | add a comment >
It is a common misconception that blogging is a personal, not professional, endeavor. There are a number of reasons why it is not only helpful for financial advisors to blog, but even necessary. Blogging is an accessible way for your clients to stay up-to-date on the latest happenings of your practice.
read more > Are You Blogging Yet?
March 30, 2012 (comments: 0) | add a comment >
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.
read more > Social Media: Marketing Friend or Compliance Foe?
February 2, 2012 (comments: 0) | add a comment >
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.
read more > How Do You Do Special?
December 6, 2011 (comments: 0) | add a comment >
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.
read more > Making Connections: A Pipeline of Leads Filled by LinkedIn
November 22, 2011 (comments: 0) | add a comment >
Identity branding is an important aspect of every business. It allows you to package your unique value proposition in an effective way to attract your prospects. It also provides new opportunities for your firm. A consistent message and brand is essential in remaining in the minds of potential clients.
read more > Identity Branding for Success