Daniel D. Williams

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  The Big Bad Boomers

  By Daniel D. Williams  |  May 1, 2013

  With the oldest boomers hitting retirement age, what do they do with the rest of their lives? To work or not to work...that is the question.

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  A time of transition

  By Daniel D. Williams  |  May 1, 2013

  The baby boomers have reshaped society. Now they are rewriting the rules of retirement.

• Mike Volner pushes away prospects...yes, really.

  By Daniel D. Williams  |  January 1, 2013

  He’s a super annuity producer. By the end of this year he’ll have brought in more than $20 million in production for the fourth consecutive year. The catch is Mike Volner has done this while turning business away.

• 50 Best Ways to Generate Leads

  By Daniel D. Williams  |  January 1, 2013

  Generating new leads is the building block of any advisory practice. Here are 50 tips to take your business to the next level.

• Falling off the financial cliff

  By Daniel D. Williams  |  December 1, 2012

  “The pending expiration of the Bush Tax Cuts and the sequestration process represents a doomsday scenario.”

• What if your client is a gold bug?

  By Daniel D. Williams  |  November 1, 2012

  “I’ve had gold on the brain lately as we’ve researched a number of articles on alternative investments.”

• Work hard, work smart

  By Daniel D. Williams  |  November 1, 2012

  This Ohio-based advisor started out selling door-to-door. Today, he has two offices and a production total of $20 million. How did he get there? By working harder and smarter.

• Confessions of a professional plate-licker

  By Daniel D. Williams  |  September 4, 2012

  “‘For every dinner of filet mignon, I had a couple of soggy tuna salad sandwiches.’ In other words, not all seminar meals are created equally.”

• Advisor of the Year 2012

  By Daniel D. Williams  |  September 4, 2012

  The Storyteller. For some in the industry, the word “storyteller” might carry a negative connotation, but for Mark Pruitt, a gift for gab is a differentiator.

• It’s risky business for male baby boomers

  By Daniel D. Williams  |  August 1, 2012

  Tom Cruise isn't the only male boomer willing to dabble in a little “risky business.” According to a recent study, boomer men like walking on a fine line that offers bigger rewards. And a bigger downfall.