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Large
IRA or Qualified Plan Asset?
Welcome to the Double Tax Trap.
by Scott Cavitt and Roccy DeFrancesco
Wealthy investors run the risk of handing over as much as 80% of their retirement
accounts to the government instead of to their heirs. What is this tax trap? Why
don't more planners help their clients address this issue? And how can a specialized
strategy offer a solution to solve the problem?
 Private Practice
Marketing
Be Good...Give Value
by John H. Melchinger
People may know what they want to retire
from, but not what they want to retire to. Ah, there's the rub,
as Bill Shakespeare would say. As an advisor, you may take well
to helping people sort through their thoughts and feelings on
what they want and figure how, as singles or as couples, they
can achieve the harmony due them in retirement.
The
Changing Language of Long Term Care
(The Sixth article in the series)
by Laurel Stauffer-Daly, CLU, ChFC, LUTCF
We are almost through our alphabet of language and will cover terms starting
with R and S in this article..
When
Your Expertise Gets In The Way
by Norm Trainor
Jerry Rey, widely recognized as a leading expert in the business market, couldn't
figure out why his productivity had slipped over the past two years.
 Take the Mystery
Out of Writing an Effective Press Release
by Martin R. Baird
The words ́press releaseî seem to scare most people
to death. On top of that, not many people take the time to even think of writing
their own releases. A press release is worth the effort.
Sustaining
Relationships In Volatile Markets
by Kirk Lowe
It has been a dreadful business environment over the past couple
of years and many financial services professionals (advisors)
are struggling not only to keep pace but to survive.
Mission
to Commi$$ion Statements
(Third in a series of Nine Articles)
by Stan Hustad
I can almost hear it now. I have heard it many times in my coaching
workshops on being the best and building your business ..."Stan,
I don't want to do a mission statement. I want to do something
practical that will build my business, gain more clients, make
some money."
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Personal
Responsibility
Use Leadership Principles to Improve Closing
Part 3 of 5: Communication Skills
by Michael Beck
Part 3 of the five principles of Dynamic Leadership acknowledges that as leaders,
we lead by example - whether we want to or not! It also highlights the importance
of having high Personal Integrity. Let's spend some time discussing each of these
issues and their implications.
The
Time of Your Life
Thomas Pisciotta
In life we are always confronted by choices, and for most of
us it appears that there is a conspiracy preventing us from getting the proper information
necessary for making informed decisions. The truth is that there isn't a conspiracy
at all, just imperfect information and a lack of understanding of the rules surrounding
the decisions.
 Give Clients What
They Really Want
By Bill Bachrach, CSP and Steve Shapiro
We live in a society of talkers. We've learned to believe that the best talkers are
the most influential leaders, top salespeople, and brightest personalities. Yet who
attracts us most: people who talk a lot or people who listen well? To whom would
you rather entrust your financial future, a chatty salesperson or a Trusted Advisor
who sincerely wants to know what's important to you?
Ways
You Can Conquer Call Reluctance
by Bill Brooks
Unfortunately, lots of salespeople tend to be reluctant to make important
calls to or on their most promising prospects. This practice can be very detrimental
to your career, especially if you fail to place enough of the right calls on a consistent
basis.
The
Definition and Evolution of Professional Wisdom
The Paths of Mentoring and Meandering
by Mark Gorkin, LICSW
While exploring a theme during an association committee meeting,
a big concept sprang to the foreground: What is "professional wisdom" and
how does one gain the same?
The
Eight Deadly Advisor Sins
by Edwin P. Morrow, CLU, ChFC, CFP, RFC
At the recent Abundance Dream Conference, Lawain McNeil, RFC explored the Eight
Sins of many financial advisors. This starts with the concept that "Separating
Myths is a Myth!" Many financial advisors in the industry are making tragic
errors in their operations.
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