Matt Neuman

About the Author

Matt Neuman

Matt Neuman is a vice president of marketing for Advisors Excel in Topeka, Kan.

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  Want to reach the masses? Try an ad on Facebook

  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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  Mail that Seminar Invite to the Lady of the House

  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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  They Said No. Now What?

  By Matt Neuman  |  June 26, 2012

  Keep the lines of communication open and that prospect may come back to you.

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  Selling Indexed Annuities? Use Videos.

  By Matt Neuman  |  April 27, 2012

  Showing your clients real-life stories of how IAs helped retirees can be a powerful selling tool.

• The little known risk that can spoil a retirement plan

  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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  Variable vs. Fixed Indexed Annuities: A Fee Analysis

  By Matt Neuman  |  October 10, 2011

  Shouldn’t fees and a retiree’s goals be taken into account when buying an annuity?

• Your sequence of returns can sink a retirement plan

  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.

• Sweet 16: A unique way to wish clients a happy birthday

  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.

• Mount Everest: The advisor's retirement analogy for clients

  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?

• How to turn 80/20 into 20/200

  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: