This event positions your practice as a retirement resource for baby boomers and helps encourage referrals.
Gardening is a popular hobby among boomers and retirees, so don’t underestimate the interest from your clients.
How do you actually deliver powerful lifestyle events with limited time and resources?
You now have the tools to plan your lifestyle events, but have limited resources to help you execute. What do you do?
A successful program starts by listing all your communications to top clients, and entering the items on a calendar.
Both brokers and insurers bear responsibility for the suitability of variable annuity sales, but at different points in the sales process, industry officials said at a conference last week.
Considering that the age of the typical financial adviser is between 52 and 60, it is safe to assume that a tidal wave of advisers will exit the business over the next 10 to 15 years.
A combination of regulatory developments and court cases since 1998 has molded annuities and insurance products into what they are today — and that development continues.
Merrill has hired John Tyers, formerly one of the heads of Bear's defunct clearing and custody business.
Over the past 10 years, the world of independent-contractor broker-dealers has been turned on its ear.
Now that you have identified several lifestyle event topics, it’s time to start planning for the event itself.
"The marketplace always drives Washington," said Duane Thompson, managing director of the Financial Planning Association's Washington office.
Broker-dealers are expected to keep getting bigger, but turning that growth into profitability will remain a challenge, according to a new study.
Now it's time to create a communication piece that your can use as part of a program to reinforce your brand.
To create a memorable story about your practice and retirement services you must go beyond branding.
What would be the financial consequence if one of your clients lost his or her physical and/or mental independence?
Capture the assets of retiring baby boomers by branding your practice to highlight your retirement expertise.
Upon the conclusion of a talk about achieving fiduciary excellence that I delivered April 28 at the Mountain States Public Employee Retirement Systems Forum in Denver, and sponsored by the Investment Management Network LLC of New York, an attendee approached me and asked, “What are my obligations as an investment committee member with respect to voting proxies?”
The average cost for Section 404 compliance was $1.7 million, according to a Financial Executives International survey.
Position your practice at every board meeting and reinforce your board members’ willingness to continue as a resource.
