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Sales and Marketing >>

Rodney Ballance
IUL lawsuits: Are lawyers salivating over your E&O?
Article posted by Rodney Ballance
There is a reason why we have to hold securities licenses to sell securities. It is a whole different world from selling fixed products. If you don’t have a full understanding of contributing factors and their direct and indirect impact on economic issues, you are playing with fire.

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Prospecting >>

Amy McIlwain
Digital generation investors don’t trust you — here's why
Article posted by Amy McIlwain
Check out the two graphs below which illustrate the existing relationship-perception gap between advisors and and the digital generation of investors.

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Practice Management >>

Vanessa De La Rosa
LTC partnership programs as the missing piece in state budgets
Article posted by Vanessa De La Rosa
At this year’s annual Million Dollar Round Table meeting in Philadelphia, I had the chance to conduct interviews, experience inspirational Top-of-the-Table speeches and sit in on many focus sessions. Among the most interesting was Phyllis Shelton’s focus session, “What you need to know NOW to stay in the LTC insurance market,” in which she explained why opportunities for advisors in the LTCI market are better than ever.

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Technology >>

Ed Morrow
Get published and acquire expert status
Article posted by Ed Morrow
Acquiring expert status isn’t really that difficult; it just takes a little effort and repeated media contact.

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Social Media >>

Amy McIlwain
15 unexpected social media stats for financial advisors
Article posted by Amy McIlwain
Do you ever wonder how many clients and prospects other financial advisors reel in from social media? How about whether or not your target audience is even on social media? Here are some recent stats that may answer some of your burning questions and catch you by surprise.

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