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Paul Wilson
9 reasons consumers need advisors more than ever
Article posted by Paul Wilson
Van Mueller kicked off the 2014 Advisor Network Summit in Las Vegas with a bang. In his usual rapid-fire manner, he bombarded attendees with a series of facts, figures, stories and a plethora of sales ideas. Here are a few of the best takeaways:
Julius Giarmarco
Should annuities ever go into an IRA?
Article posted by Julius Giarmarco
Given the similarities between IRAs and annuities, should an IRA? ever purchase an annuity?
The PT Services Group
10 secrets to succeeding in cold appointments
Article posted by John Pojeta
In our world, a cold appointment is a meeting that has been set on behalf of the producer and that the producer will not touch until the day and time of the appointment. After talking with producers, outside sales coaches and other experts in the industry, we assembled these 10 secrets to making a cold appointment a success.
Vanessa De La Rosa
Herm Edwards on leadership, preparation and legacy
Article posted by Vanessa De La Rosa
ESPN analyst Herm Edwards kicked the motivation factor up a notch at the 2014 Advisor Network Summit in Las Vegas.
SteveLewit
Are you losing appointments to client shame? Pt. 1
Article posted by Steve Lewit
Shame is the belief that somehow you are not good enough, and it comes in many forms. There can be no doubt that many of our clients often have layers of shame about their finances which, in my many years in the business, I have never heard discussed or considered.
Nick Paleveda MBA J.D. LL.M
The power of life insurance beneficiary designations
Article posted by Nicholas Paleveda MBA J.D. LL.M
Jane Hall argues that MetLife abused its discretion by refusing to recognize either Dennis's will or the November 2010 form as a sufficient written request under the plan to change the beneficiary from Dennis Hall II to Jane Hall. According to MetLife, a life insurance policy payable to someone other than Dennis's estate, such as this one, is unaffected by the terms of the will.
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Channing Schmidt
Show clients the important role life insurance can play in retirement
Article posted by Channing Schmidt, JD, CFP
As a financial advisor, you can help pre-retirees evaluate and implement ways to save for retirement, and to withdraw income once retirement arrives. It’s important to consider the contribution, accumulation and distribution tax characteristics of these options.
Maggie Crowley
Dispelling the myth: 3 steps to generating leads online
Article posted by Maggie Crowley
Let’s extinguish the myth: Advisors can generate leads online more efficiently than by using traditional marketing tactics like direct mail and cold calling. A strong website and strategy can transform your business, but here’s the thing: It’s not an overnight success story. I will tell you firsthand that generating leads online takes time, effort and a little guts.
Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.
Paul Wilson
Living with impact
Article posted by Paul Wilson
Jason Jenkins sees big changes ahead for the financial services industry. But if there’s one thing life has taught him, it’s that the best way to handle a challenge is to face it head-on.
Matt Eilers
Are you making these 3 seminar mistakes?
Article posted by Matthew Eilers
We all know, there are dos and don’ts in this business, and when it comes to seminars, there are some rules that shouldn’t be broken … unless you're OK with flushing your marketing dollars down the toilet.
Ike Devji
Life insurance: a vital debt management and asset protection tool for young doctors
Article posted by Ike Devji
I continually talk to both young and older doctors who have an irrational resistance to life insurance typically because of a fear of being taken advantage of in the purchase transaction and/or because of the perceived high costs to buy coverage.
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