I’m old enough to remember DIY Excel-based retirement calculators, a derivative of over-categorized household budgets. Some of us took those spreadsheets and developed tabs and tabs of additional analysis, and sold it as “customized financial plans.” I appreciate handmade quality as much as the next guy, but I’m young enough to know that for today’s […]
It’s entirely possible that everything we learned about referrals is wrong or, at least, suspect. We’ve all heard the advice. If you just ask for more referrals, you’ll get more referrals. It’s as if all of your clients have a long list of friends they would happily refer if only you would ask. According to […]
Welcome to our News Round-Up! Here, we’ll share with you interesting news in interesting ways, giving you a snapshot of a few of the important news headlines and events you may have missed this past week. July 26, 2014 Quote of the Week: “Our most unassailable assumption—that Bear Stearns, an independent investment firm with a proud […]
According to a study published in early July, 2014, financial advisors want more tools and training to help clients with complex Social Security options. The topic, which has become increasingly popular among industry trade writers, financial advisors and their clients, shines a spotlight on the once overlooked retirement income vehicle that, with the right planning […]
Every week, eMoney generates Opportunity Reports to provide a snapshot of your entire book of business. These reports are designed to help you to identify potential sales opportunities, increase assets under management and provide superior customer service. To access your Opportunity Reports, select a client from your Client List. At the bottom of the page […]
Networking events are a great way to make new business contacts and drum up leads—as long as you make sure to avoid some common networking pitfalls. We’ve assembled a list of the ten labels you’d be wise to avoid at networking events.
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Do you have a client that sponsors a retirement plan that holds company stock? According to a June 26, 2014 article published by the National Center for Employee Ownership there are 6941 Employee Stock Ownership Plans (ESOP) covering 13.5 million participants and holding $214.4 billion in company stock as of 2011. In addition, there are […]