Juli McNeely, an independent advisor and the president-elect of NAIFA , is an attendee at this year's NAILBA Conference. McNeely spoke on issues facing advisors today including: technology, social media, regulations and connecting with clients. Find out what she had to say on these hot button topics in this video.
Daniel D. Williams, Retirement Advisor’s editor, is an award-winning journalist and business editor with extensive experience in print, online and trade shows. Prior to joining Senior Market Advisor, Daniel was editor of Real Estate Southern California magazine and West Coast South Bureau Chief... More
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Paul Mallett recently shared that "Whatever you want to do, do it now. There are only so many tomorrows." - unknown
Steve Savant recently shared that Use Age as the Gauge for Retirement’s Safe Money Allocation – syndicated financial columnist Steve Savant & Steve Dietzel.