Marketing

  • 4 Secrets for Breaking the 7-Figure Ceiling
    4 Secrets for Breaking the 7-Figure Ceiling

    Taking It to the Next Level on YOUR Terms

    Can both recent reports on the economic muscle of black women in the United States be correct?
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  • Seven Questions to Help You Attract Your Ideal Clients
    Seven Questions to Help You Attract Your Ideal Clients

    When you know what your ideal client looks like, it’s much easier to create marketing messages that truly resonate

    If someone were to ask who your ideal client is, you might jokingly respond, “Anyone with a wallet!” But most business owners know there are very real dangers associated with trying to be all things to all people. No company excels at everything.
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  • Financial Advisors: Key Principles for Best Practices
    Financial Advisors: Key Principles for Best Practices

    New Institute for the Fiduciary Standard establishes 'core principles'

    The Institute for the Fiduciary Standard, www.thefiduciaryinstitute.org, a Washington think tank dedicated to upholding the highest standard of care that can be delivered by financial industry professionals, released a paper Monday highlighting what it believes to be the core guiding principles for those advisers holding themselves out as true fiduciaries.
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  • LIMRA Study Looks at Future Plans for Social Media by Financial Services Companies
    LIMRA Study Looks at Future Plans for Social Media by Financial Services Companies

    A growing engagement of new media channels

    In 2013 LIMRA asked financial services firms about their future plans for social media. For the most part, plans emphasized growing the community and learning more about how to best use the different networks.
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  • NAILBA Announces 2014 Charitable Grant Recipients
    NAILBA Announces 2014 Charitable Grant Recipients

    Member communities rally for children, Life Happens

    The National Association of Independent Life Brokerage Agencies (NAILBA) Charitable Foundation awarded $265,000 in grants to organizations in NAILBA member communities...
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  • Client Segmentation Becoming More Prominent Marketing Strategy for Advisors
    Client Segmentation Becoming More Prominent Marketing Strategy for Advisors

    Nearly 80 Percent Use Segmentation; Niche Strategies Not Widely Used

    A growing number of financial advisors believe that client segmentation is a valuable and viable marketing strategy to build a more specialized client base, according to a survey released today by SEI (NASDAQ: SEIC).
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  • Mapping Out a Worry-free Retirement
    Mapping Out a Worry-free Retirement

    Vosberg & Associates' Total Retirement Income™ System Provides Integrated, Five-step, Personalized Plan

    Financial planning and wealth management professional Brian Vosberg, of Vosberg & Associates (www.VosbergAssociates.com), has created a system that takes the stress and guesswork out of retirement planning.
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  • More Americans Interested In Seeking Financial Advice
    More Americans Interested In Seeking Financial Advice

    TIAA-CREF: Still, Majority Don’t Understand its Value and Many Miss Out on Benefits

    A new study by TIAA-CREF shows that the number of Americans who are interested in receiving financial advice increased to 35 percent from 24 percent in a 2013 survey. But even with this 11-point increase, 65 percent of people still say they are not interested in receiving financial advice – a precarious situation considering the majority of Americans are underprepared for retirement.
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  • One in Five Could Not Maintain Current Lifestyle Without Credit Cards
    One in Five Could Not Maintain Current Lifestyle Without Credit Cards

    Ten red flags of entering financial danger zone

    The ability to put away the plastic and successfully live on a cash basis is an indicator of financial stability, as it proves a person’s lifestyle is in line with their income. However, the recent National Foundation for Credit Counseling® (NFCC) online poll revealed that one in five people could not make ends meet without the use of credit. Another twenty-two percent of respondents said that if asked to live on a cash basis they would have to make significant lifestyle changes.
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  • Six Myths That Undermine Customer Satisfaction
    Six Myths That Undermine Customer Satisfaction

    Improving your handle on  “improving customer satisfaction”

    hatever your industry, you know it’s more important than ever to provide excellent service. Competition is fierce, and in this economy, you can’t afford to lose a single customer. But precisely BECAUSE money is so tight, you can’t shower every customer with rose petals and champagne.
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  • Life Settlement: Is Valuation Complexity Cause for Dispute?
    Life Settlement: Is Valuation Complexity Cause for Dispute?

    The trouble of calculating cash-flows under many scenarios

    by Ron D’Vari, CEO, James Frischling, President

    Lavastone Capital LLC, a unit of AIG, and Coventry First LLC filed lawsuits against each other on Friday, each alleging breaches of long-dated agreements for Coventry to source and purchase life settlement contracts to sell to Lavastone. In its lawsuit, Lavastone alleges that Coventry bought life policies at prices below what it knew Lavastone would buy them at
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  • Female Small Business Owners Are Most Likely to Turn to Social Media to Grow Their Businesses
    Female Small Business Owners Are Most Likely to Turn to Social Media to Grow Their Businesses

    Half of U.S. Small Business Owners Find Time Management / Delegating Work Challenging

    Half of U.S. Small Business Owners Find Time Management / Delegating Work Challenging September 09, 2014- WILMINGTON, Del.–(BUSINESS WIRE)–A new survey of U.S. small business owners, from Ink from Chase and The National Association of Women Business Owners (NAWBO), designed to offer insight into the potential differences and similarities of male and female small business ...
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