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By Derrick Kinney |
June 17, 2007
During our time together, I want to share with you why I believe now is the perfect time to attract more affluent clients. I also ...
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By Derrick Kinney |
June 1, 2007
When I became a financial advisor 10 years ago, I remember asking my clients what they wanted to do when they retired. Nine times out of 10 they would respond, ?I want to sit on the back porch and watch the grass grow.? And they meant it.
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By Derrick Kinney |
April 1, 2007
One of the best ways to begin attracting more ideal senior clients is to become known as a financial expert who is "senior-friendly." While there is certainly no shortage of financial advisors for seniors to choose from today, I have discovered that
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By Derrick Kinney |
January 1, 2007
Seniors are faced with making many important financial decisions. What type of long term care policy is best for them? What makes one health care supplement better than another one? Is their money invested in the best way possible to generate enough
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By Derrick Kinney |
November 1, 2006
Across the country, one of the most critical issues that agents worry about is how to attract more affluent clients. They want to work with higher-quality clients and tap into the 76 million baby boomers who will be soon facing retirement.
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By Derrick Kinney |
October 1, 2006
Imagine what they're faced with when it comes to investing their hard-earned money. They see the advertisements for all the financial companies. They have their accountant and attorney trying to steer them in the right direction. Their friends chime
