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THE
ADVISOR'S FORUM
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| This
event is sponsored by NAIFA's Division of Financial Advisors,
in cooperation with Thomson Financial, the publishers of Financial
Planning Magazine. The program is outstanding - and the speakers
have already submitted outstanding manuscript material for
the Conference handbook. |
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SALES SUCCESS
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DON'T
OUTLIVE YOUR LIFE INSURANCE
by
Jim McCarty CLU, RHU, LUTCF |
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Our
clients' desire for life insurance does not cease until
the day their hearts stop beating. Don't allow them
to outlive their life insurance! |
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HOW
TO LOSE BUSINESS
by
Kerry L. Johnson, Ph.D. |
| Here
are a few mistakes that you may find yourself currently making.
Each one you recognize has conservatively cost you $50,000
over the last 12 months |
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MARKETING
|
IN
THE MOOD-AH
by
Martin R. Baird
I visited some clients recently and they introduced me
to the word muda. I like that word. I think it's an excellent
word to describe the kind of marketing that some people do |
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HOW
TO ACHIEVE YOUR "PERFECT" FINANCIAL
CONSULTING BUSINESS
by Bruce R. Wright
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If
you could create the perfect business, what would it be like?
How would you spend your business time, talent and resources?
If you could eliminate your least favorite, most annoying,
least profitable activities, what would they be? |
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FINANCIAL
PROFESSIONALS
|
A
STRIPED ZEBRA OR WHITE STALLION?
by
Mary Anne Wihbey
Over the years we have talked a great game of change,
but why have very few companies been able to successfully
recruit and train and lead our industry as "an industry"
into the 21st century? |
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21
WAYS TO AVOID E-MAIL DISASTER
by
Bill Ringle
| A
guide to 21 common ways that business people shoot themselves
in the foot with e-mail on a regular basis, with recommendations
for better business conduct on the Information Superhighway. |
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THE
HEART OF FINANCIAL WISDOM
by
Bill Bachrach
| IF
THE HEIGHT OF WISDOM IS ENLIGHTENMENT, then we can say that
the kind of clients we seek are financially enlightened. It
may seem odd to pair a term usually used to refer to spiritual
matters with one so flatly material, but "financial enlightenment"
is hardly an oxymoron. |
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THE
10 SECRETS OF ESTATE PLANNING
by
I. David Cohen, CLU ChFC LUTCF
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It
is important for financial professionals to help their clients
understand that what they have created during their lifetimes
needs to be supported on an ongoing basis after they have
passed away. |
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STRATEGIES
& TECHNIQUES TO GUIDE OUR LIVES
by
Michael Crow
| Human
beings are all uniquely different. We see things differently;
we interpret things in our own, individual way; and we all
go about doing things in a hundred different ways. What is
fascinating is how we arrive at such different conclusions
given the same data. |
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PROSPECTING
REFERRAL
PROSPECTING:
by
Bill Cates
Without question, getting clients through referrals is the
most powerful way to build your business; not to mention
the most enjoyable. |
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THE
STRESS DOC
A
STRESS SURVIVAL GUIDE FOR HR MANAGERS/PROFESSIONALS:
Ten
Stressors and Five Management Strategies
by Mark Gorkin, LICSW, "The Stress Doc"
In today's unstable, 24/7, "do more with less"
corporate world the role of Human Resources is more critical
than ever. How does the HR Pro bridge the gaps between employees,
supervisors and managers not to mention whirlwind technology
without falling into the black hole of burnout? Have no
fear; the Stress Doc is here with your stress survival guide. |
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