100 Best Sales and Marketing Ideas 2012 (91-100)

What’s working from working advisors 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 … Continue reading

100 Best Sales and Marketing Ideas 2012 (61-70)

What’s working from working advisors 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 … Continue reading

100 Best Sales and Marketing Ideas 2012 (51-60)

What’s working from working advisors 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 … Continue reading

Boomer Women in Retirement

by Ed McCarthy for the May 01, 2012 issue of Senior Market Advisor The Boomer Issue It’s well-known that boomer women will outlive their male counterparts. The September 2011 MetLife Study of “Women, Retirement, and the Extra-Long Life: Implications for Planning” reports that for women who have survived to age 60, the average remaining life … Continue reading

Boomers seek less volatile portfolios

by Ed McCarthy, CFP for he May 01, 2012 issue of Senior Market Advisor The Boomer Issue The bear market of 2008-09 hit pre-retirees’ and retirees’ portfolios hard. Although the broad equity market indices have since recovered, older investors remain cautious about risk-taking, according to Prudential’s survey, “Changing Attitudes About Retirement Income: Tracking the Challenges of … Continue reading