Tech Support

Afraid to jump on the technology bandwagon? Don’t be. Financial planner Bill Winterberg says he can understand why many of his peers treat new technology as warily as they would an investment recommendation from someone with no track record. “I think many advisors want to see a proven return on investment, and they want to … Continue reading

Finding Success In Social Media

By Kenneth A Shapiro and Sophia Miller for the October 2012 issue of Broker World Magazine With all the hype about social media, it’s easy to believe you’re missing an immense opportunity if you are not participating. Yet hundreds of Twitter accounts, Facebook business pages and LinkedIn profiles have been abandoned because they failed to … Continue reading

100 Best Sales and Marketing Ideas 2012 (81-90)

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

Life Insurance in the Fast Lane

When financial magazines need filler articles, they always appear to choose one subject — life insurance. And it’s never pretty. It seems like every single columnist is a bombastic blowhard pontificating on the rip off of life insurance. Day in and day out, these “experts” make uninformed, yet confident assertions about life insurance.  And they … Continue reading