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By Matt Neuman |
January 15, 2013
Here’s the story of one financial advisor who used Facebook to gain new clients.
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By Matt Neuman |
July 13, 2012
Are you currently sending direct mail and seminar invitations to the man in the household?
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By Matt Neuman |
June 26, 2012
Keep the lines of communication open and that prospect may come back to you.
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By Matt Neuman |
April 27, 2012
Showing your clients real-life stories of how IAs helped retirees can be a powerful selling tool.
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By Matt Neuman |
November 1, 2011
Think rate of return is the most important measure of an investment’s success? Think again.
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By Matt Neuman |
October 10, 2011
Shouldn’t fees and a retiree’s goals be taken into account when buying an annuity?
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By Matt Neuman |
October 4, 2011
Think rate of return is the most important measure of an investment’s success? When conducting client retirement planning, historical averages are misleading when looked at alone.
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By Matt Neuman |
April 24, 2011
Two of my top producers came up with this unique way to wish clients a happy birthday. You probably already send your clients birthday cards. This year, along with a card, send them a CD of the greatest hits from the year in which they turned 16.
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By Matt Neuman |
March 29, 2011
The vast majority of Mount Everest climbers prepare vigilantly to reach the summit, but fail to focus on the impending journey down. The same is true for your clients. How many of them have reached a financial "summit" and can successfully retire?
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By Matt Neuman |
December 5, 2010
How do we turn the 80/20 rule into the 20/200 rule? How do we take the top 20 percent of your client base and allow them to create 200 percent more revenue? Follow these three proven steps: