Filed Under:Markets, Senior Market

This market is mine

Joe Elsasser has a problem that plenty of advisors wish they had themselves: His retirement planning practice in Omaha, Neb., is growing so fast, he’s worried he soon won’t be able to keep pace with the workload.

“If this keeps snowballing, I could be in real trouble,” Elsasser, a certified financial planner who runs Sequent Planning, says with a wistful laugh.

The Caretaker

As a former registered nurse and founder of a flourishing advisory practice, Rosemary Caligiuri knows how to take care of people’s health —and their wealth. Having spent two decades building her wealth management firm outside Philadelphia into a 1,000-client powerhouse, she evidently knows how to take care of her business, too.

The Experimenter

When it comes to investigating new tactics and channels for attracting the high-net-worth clients that his firm targets, “we will try almost anything once,” says James Poe.

The Phoenix

Joe Elsasser left the financial services business altogether in 2001, only to return to it in 2008 as a certified financial planner with his own practice, Sequent Planning, in Omaha.

Featured Video

Most Recent Videos

Prospects not listening to voice mail? Arrange a phone date


Redesigning your phone life is more important than finding the “best words” for a voice mail in today’s culture.

Behind the scenes with Vicki Gunvalson [VIDEO]


In this exclusive interview, Vicki Gunvalson shares how she built a $15 million a year annuity business by planning for...

Regulator: Market may need to reinvent LTCI


Cioppa says Maine's governor wants to spur the creation of better products.

Dementia: It's more than Alzheimer's


An association calls for policymakers to remember lesser-known neurodegenerative conditions.

Related resources

More Resources


Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.