Not Your Grandmother’s Retirement: Demand for Social Security Support Rising

Not Your Grandmother’s Retirement: Demand for Social Security Support Rising

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…

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Client Stories – Bob Barry and Marketing Success

Bob Barry

Bob Barry is “far from a marketing wiz,” or so he said during an interview with eMoney Advisor. But Barry, CEO and founder of Barry Capital Management in Washington, New Jersey, seems to know a thing or two when it comes to building his brand and as a result, his successful business. “Many advisors who…

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News Round-Up

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 stories you may have missed recently. Stay with us as this regular blog series continues to evolve.  And feel free to share any thoughts or feedback in the comments section below. June…

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Get Connected: Best Practices for Client Engagement

Well-known Financial Advisor Ron Carson believes 100 touches per year is the key to client engagement; other sources, like the American Marketing Association, recommend even more than that. While the experts disagree on how to get there, the result is unanimous: advisors who maintain positive and consistent interactions with their clients are more likely to keep…

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