Senior Market Advisor March 01, 2010
Cover Story
2010 advisor survey: Optimism and opportunity
After a long and challenging 2009, Senior Market Advisor's readers are beginning this year on a conservatively upbeat note.
Industry Speaks Out
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The model that can transform your business
A few years ago, the bestselling marketing book Blue Ocean Strategy made waves in the business community.
Feature
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The tax man commeth
With tax time just around the corner, the savvy advisor knows how to make the proper plans to help clients deal with
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Building alliances: Share the wealth to increase your prospects
Teaming up with like-minded professionals can open the doors to new, motivated and interested prospects. Learn how to share the wealth.
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The check is in the mail
While direct mail might have seemed to be e-mail's first casualty, the old tried-and-true marketing resource is as vital as ever.
Inside the Boomer Mind
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A not-so-rosy future for boomers
In our work studying boomers, one key generational characteristic of this cohort has been their optimism.
Up Front
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The new retirement
There is a new world order and everyone will be rolling up their shirtsleeves and keeping them rolled up for a long, long time.
That's Life
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While net worth is nice, cash flow is king
There are many retirees who for some time have felt secure in taking periodic withdrawals from their savings but are finding
Coach's Corner
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Choosey seniors choose choice
Seniors who have more choices when they retire tend to be healthier than those who have only a few or none.
LTCI Insider
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Protect your clients' information--or else
There are reports in the news all the time about privacy issues, identity theft, etc.
Annuity Advisor
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Create a sale by defining your goals
In retirement planning, consumers often talk about the broad goal of retirement without defining what that really means.
Marketing Playbook
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How to lose a sale (part 1)
Over the years, a lot has been written about the best techniques available for selling financial products.
Practice Management
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Keeping the producer happy
A new LIMRA study entitled "It's All About Me," indicates that most life insurance producers surveyed
Advisors Speak Out
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What do advisors think about health care reform and how it affects seniors?
Future Medicare, if left up to our elected officials, will require higher costs to access medical care at every level.
Ethics in Action
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Servicing traps: Don't kick the can (part 4)
Once they've closed a deal with a client, too many advisors will "kick the can"
The Motivated Seller
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Stress management tips for peak performance
Architects and structural engineers get paid big bucks to design buildings strong enough to withstand the damaging
The Close
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We are the solution to inflation
When inflation starts to happen, assets like gold, silver and other materials do well.
Feedback
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Health care and seniors
Do you think our politicians care one hoot about seniors or the public in general?
Seniors Speak Out
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Do you plan to stay with your current advisor for the foreseeable future?
I'm looking to make a change. The current advisor took us to the cleaners when the economy failed.
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How much do you rely on personal recommendations in your selection of an advisor?
Sure. Why not? That's how we make most of our biggest decisions, by taking in suggestions and then making our mind up.
Vitals
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In the hot seat: Getting the most out of your request for referrals
The sale is coming to the close, and you're nearing the finish line.
Red Flag Reminder
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Don't let your clients fall for green-energy scams
The explosion of interest in alternative, renewable or waste-energy products has spawned a wave of green-energy scammers.
Marketing
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Hang on to your ego
A healthy ego is certainly a good thing to have if you want to be a successful salesperson.
Source List
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2010 FMO source list
This source list represents those companies that chose to participate and that responded by the deadline.
