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Christopher P. Hill, RFC
Why you should start taking Social Security as soon as possible
Article posted by Christopher P. Hill
In most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they can.
Marlene Satter
10 most expensive states for retirement health care
Article posted by Marlene Y. Satter
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.
Sheryl J. Moore
100 facts people need to know about annuities
Article posted by Sheryl Moore
Did you know that that the #1 fear of Americans is outliving their retirement income? (Death comes-in as the second top fear.) What an awesome opportunity for our industry to educate, right?
Steven McCarty
In trust we trust: Five classic strategies for higher sales
Article posted by Steven McCarty
The best sales ideas focus on trust-building. Such techniques create relationships, not transactions, which is ultimately more profitable for both advisor and client.
Daniel Williams
2015 Advisor of the Year: Eric Scott
Article posted by Daniel Williams
From a production standpoint, 2015 Advisor of the Year Eric Scott is among the top five percent of advisors in the world — but that's not what really sets him apart.
Bryce Sanders
11 do's and don'ts on how to handle your competition
Article posted by Bryce Sanders
Imagine this: You are talking to a sophisticated prospect about investing. Insurance is your primary topic, yet you realize they use other financial services, too. You want to turn the prospect into a client. But who else has the same idea?
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Nichole Morford
How 10 life insurers got their start
Article posted by Nichole Morford
Today's life insurance carriers sell hundreds of products, serve millions of clients and bring in billions in revenue. But many of them got their start as small family companies, built from the ground up by smart businesspeople committed to filling a specific market need.
Greg Preite
How to connect with CPAs and other professionals by blogging
Article posted by Greg Preite
When you use highly personalized communication to connect with CPAs and other professionals, you show them the person behind your business name. Your blog allows you to showcase your expertise to your peers, build a highly respected reputation, and increase your referral rate.
Daniel Williams
2015 Advisor of the Year: Eric Scott
Article posted by Daniel Williams
From a production standpoint, 2015 Advisor of the Year Eric Scott is among the top five percent of advisors in the world — but that's not what really sets him apart.
Michael Goldberg
Five things you can do to produce sales activity now
Article posted by Michael Goldberg
Other than making a billion cold calls, here are five things you can do right now from the comfort of your office or car. And I mean right now!
Steven McCarty
In trust we trust: Five classic strategies for higher sales
Article posted by Steven McCarty
The best sales ideas focus on trust-building. Such techniques create relationships, not transactions, which is ultimately more profitable for both advisor and client.
Christopher P. Hill, RFC
Why you should start taking Social Security as soon as possible
Article posted by Christopher P. Hill
In most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they can.
More Recent Articles