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Systemize and Plan your Client Referral Strategy for Long-Term Success.

Systemize and Plan your Client Referral Strategy for Long-Term Success

How much business did you close last year from referrals? All advisors know that referrals from clients are critical.  In an increasingly competitive marketplace and a difficult economic environment, building and growing your referrals should form part of your marketing… Read More »Systemize and Plan your Client Referral Strategy for Long-Term Success

How Financial Planners Can Advise their Clients on The SSA’s new Cost-of-Living Allowance

How Financial Planners Can Advise their Clients on The SSA’s new Cost-of-Living Allowance

Social Security and Medicare planning are critical for your clients in or nearing retirement. Even the wealthier names in your book will have been interested in the Social Security Administration’s 8.7% increase in the Cost-of-Living Allowance (COLA). What might the… Read More »How Financial Planners Can Advise their Clients on The SSA’s new Cost-of-Living Allowance

The Bull Bear Model

The Bull Bear Model

Why pay for it? Why risk it? The Bull/Bear model is an investment strategy commonly used by brokers and fund managers. The concept involves utilizing long-term, low-activity portfolio management with differing investments specific to Bull and Bear markets. Portfolio allocations… Read More »The Bull Bear Model