Senior Market Advisor October 01, 2012
Cover Story
Her Aim Is True
Rebecca True is among a new breed of women advisors who have added a powerful voice to a male-dominated industry. Though she markets her services mostly to women business owners and executives, all advisors can learn from her approach.
Feature
-
A Study in Diversity: What Women Want
There are fundamental differences between how men and women view retirement planning.
-
Mix It Up
Once reserved for a narrow slice of the investing public, alternative investments are finding greater traction with mainstream advisors and investors, including seniors.
Up Front
-
Woman Power
“As my bare feet pad across the hardwood floor, it doesn’t take a guru to figure out that I’m not like the others. My teacher and the other 11 students are all women.”
Feedback
-
Letters
In response to: “Top 5 Annuity Trends to Watch for in 2012 and 2013” on LifeHealthPro.com
Seniors Speak Out
-
Do you own any alternative investments (gold, real estate, etc.)?
We own some shares in a mining operation and we own an energy fund. It mostly invests in oil, but also in some wind and solar.
Boomers Speak Out
-
How do you feel about working with a female advisor?
I wouldn’t mind that at all. I think it’s far more important what a person’s skills are than their gender.
Advisors Speak Out
-
Why asset allocation is important
Don’t only focus on your client’s finances, start with their goals.
Industry Speaks Out
-
Keep in touch
Grow your practice with a client resource management system
SMA Advisor 2.0
-
The Google Menagerie
-
What do you do for a living?
-
5 tips for killer landing pages
Hundreds of people visit your webpage long before they ever set foot in your office. So it’s vital that their visit to your page entice them, encourage their trust and enlighten them about your products and services. Here are some pointers for creating a powerful landing page:
-
Regulator issues warning on reverse mortgage loans
The growing need of the baby-boom generation for retirement income, along with the advent of lower-risk loan options, suggests a potential renaissance in reverse mortgages.
-
Many boomers skip IRA contributions
Significant majorities of young people, but only a minority of their boomer parents, contribute regularly to individual retirement accounts.
Marketing Playbook
-
Advanced persuasion techniques for top producers, Part 2
To sell, you must first remove the client’s mental biases.
The Educator
-
Never run out of leads
You need more than one way to attract prospects.
Your Practice
-
Setting the table, Part 1
Before they ever step into your office, your prospects should already know what you are all about.
Life Insurance Insider
-
The ‘health’ of a senior’s retirement plan
A well-rounded plan aids clients in handling health-care reductions.
LTCI Insider
-
Don’t fear the phone
Belief in what you do will make the calls easier to make.
Annuity Insider
-
Indexed annuity sales are killin’ it
Don’t write off the product just because of today’s low rates.
Ethics in Action
-
Embrace your inner hero
Your work truly matters to your clients.
The Close
-
Products for our times
Your clients don’t need to lose in a “lost decade.”







