Need for a Financial Advisor
Do I need a financial advisor?
A decade ago, while researching how seniors made their selection of a financial advisor, I warned that times were...
The Two Types of Wealthy Senior Clients
Are you ready to meet people who can fund thirty thousand dollar life premiums, buy six- figure annuities and open half million dollar fee-based...
Fixing Abysmal Sales Skills, Part 1
The sales skills of people who sell are generally abysmal. They have been poorly trained by people who don’t know much about sales, who...
Marketing to Seniors for Retirement Financial Planners
Seniors have the bulk of money in this country and as explained in “the Millionaire Next Door”...
Fixing Abysmal Sales Skills Part 2
Life Insurance Companies and Their Agents Don’t Know How to Sell Insurance
(and most sales professionals don't really know the definition of sales)
The problem of...
Self Promotion for Financial Advisors
Is There Anyone Else Out There?
Are you one of the many advisors who have grasped the 21st Century with gusto and setup your own...
PPC is good For Agents and Advisors
Adword Basics
Google's arrangement for advertising your enterprise on its site and its affiliate sites is called Adwords. It's a PPC or "pay-per-click" method of...