Jim Brogan

About the Author

Jim Brogan

Jim Brogan is president and founder of Brogan Financial in Knoxville, Tenn. He was named Senior Market Advisor’s 2011 Advisor of the Year.

• Targeting younger baby boomers: The future of retirement planning

  By Jim Brogan  |  May 1, 2012

  “They simply cannot afford to depend on the federal government and their employer to help foot the bill.”

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  Targeting Younger Baby Boomers: The Future of Retirement Planning

  By Jim Brogan  |  April 24, 2012

  Forget the three-legged stool of retirement: Younger boomer clients need a scaffold-like approach to retirement income.

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  Cultivate High Profit Partnerships with CPAs

  By Jim Brogan  |  April 12, 2012

  Partnering with a CPA can be the best way to leverage one relationship into a steady stream of highly qualified client prospects.

• Unlocking the IRA retirement vault

  By Jim Brogan  |  April 1, 2012

  Be more than a product pusher. Focus on the client’s retirement goals.

• Let a client introduce you to prospects

  By Jim Brogan  |  March 1, 2012

  “Who is introducing you to a prospective client?”

• Four steps to developing strategic alliances

  By Jim Brogan  |  February 1, 2012

  When partnering with another professional, stress how the bond benefits them as well.

• Are you running your business…Or is your business running you?

  By Jim Brogan  |  January 1, 2012

  “Business efficiency is everything in building a thriving business.”

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  Make the most of the client interview

  By Jim Brogan  |  December 1, 2011

  You can convert over 90 percent of prospects into clients by handling that first meet-and-greet properly.

• How to attract better clients

  By Jim Brogan  |  November 1, 2011

  Getting prospects to know you before they ever meet you is the best way to build a great client base.

• How to Attract Better Clients

  By Jim Brogan  |  October 13, 2011

  Getting prospects to know you before they ever meet you is the best way to build a great client base.