Jim Cadle

• 100 Best Sales & Marketing Ideas 2012

  By Daniel D. Williams  |  June 1, 2012

  Our Annual 100 Best List is 100 percent reader-generated and offers insight into what’s working for working advisors today. Whether you’re looking for insight on referrals, generating leads or simply listening to your clients, this latest list has all the information you’ll need to grow your practice. In addition, this...

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  100 Best Sales & Marketing Ideas: Tips 90-81

  By Daniel Williams  |  May 22, 2012

  Want more clients? Become an expert on Social Security or reversionary annuities.

• 5 ways to connect with boomer clients

  By Daniel Williams  |  May 1, 2012

  As part of our annual boomer issue, we canvassed successful advisors to find out how they’re making the [boomer] connection. Here are five of the most interesting responses we came across.

• ‘Where did my retirement go?’

  By Maria Wood  |  May 1, 2012

  After the slumping economy ripped apart their savings, boomers are now wondering if they will ever be able to retire.

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  Marketing to Boomers: ‘Where Did My Retirement Go?’

  By Maria Wood  |  April 16, 2012

  After the slumping economy ripped apart their savings, boomers now seek safe products, like annuities.

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  The 100 Best Sales and Marketing Ideas, Ever

  By Daniel Williams  |  March 9, 2012

  We’re looking for the best ideas from advisors and other industry experts.