How to Sell to Affluent Seniors This is the group that most needs the help of a qualified financial advisor, says Kerry Johnson, a best-selling author and speaker. Find out who these affluent seniors are, how they buy and how you can market to them.
The ARRA and What it Means Brion Collins, CLU, ChFC, CFP, explains how the American Recovery and Reinvestment Act of 2009, which was passed in February, can impact your clients.
More Cool Tools for You A tech-savvy industry pro shares some more of the tools he uses to save time, secure data and boost efficiency. The best part is that these tools are free or almost free!
Get What You Really Want—Now! Want more clients, more income, more free time, less stress? Who wouldn’t? Sonia Ricotti, author of The Law of Attraction, shows you how you can accomplish all that—starting now!
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THIS MONTH IN ADVISOR TODAY
Four Under Forty Read about the four young advisors who are already making a mark on the industry.
Selling to Singles Boost your production numbers by learning how to meet the unique financial needs of one of today’s fastest-growing markets—unmarried consumers.
Leading Edge: When the Customer is King Our interview with Eric Smith, president of Allstate Financial Services, LLC, revealed some time-tested techniques for business success. Among them: Put your customer at the center of everything you do and learn to embrace diversity.
Why Fixed Annuities Now? The market for guaranteed benefits and a predictable income has never gone out of style.
From Friends to Clients Learn how to convert your wealthy friends and acquaintances into profitable clients.
