The business consultants at EY have analyzed the effectiveness of several retirement funding strategies. Their study concludes that a well-diversified mix of investments, life insurance, and annuities optimize retirement income. Let’s take a look at what they found. Retirement Income Shortfall EY estimates that by 2030 there will be a $200+ trillion retirement income shortfall. […]
One way to grow your business is to add new clients. This initiative requires you to find ideal prospects, and to convert them into clients. Once they have become clients, you can then expand the scope of your relationship by introducing additional services. Let’s identify several modern methods you can deploy to accomplish both. They […]
Several hundred of our Financial Advisors use LinkedIn to build their practices. If you have a LinkedIn profile, and you are not experiencing measurable results daily, consider taking a fresh look. It’s become super easy to leverage your LinkedIn presence into an effective client acquisition strategy. Put your One Card System on steroids! Your LinkedIn […]
Financial Advisors: Don’t limit yourself to prospecting strategies developed in the 1960s! Put them on steroids by taking advantage of LinkedIn’s newest client acquisition tools. It’s free, quick to set up, and can be done compliantly. Think of LinkedIn as a resource with thousands of ideal prospects. The network’s newest tools enable you to find them quickly, connect with them, draw […]
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