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© Copyright 2007


JULY 2007

Aging and Grief
by Susan Zimmerman

 

Many years ago, I heard a retirement plan instructor declare there were three stages of retirement:

* Go go  * Slow go  * No go

The rhymes, of course, made those stages more memorable to me. They were also memorable because of the simple truth they seemed to proclaim. Unless we die young, we will at some point slow down and not be on the go so much (or the "go go" as the instructor said).


A Strong Ego: Useful or Fatal to Sales Success?
By Bill Brooks
Which type of ego is more destructive for your business? One that is aimed toward conquest of accounts, assertive behavior to find, sell and deliver business or one that focuses on internal destruction, empire building and self or departmental protection?



Radical Changes In Financial Associations
Forrest Wallace Cato, RFMA, RFC
In the late 1960s and 1970s the insurance industry in the United States was strong. The life companies were solid financially and growing consistently. Selling insurance may not have been the most popular occupation, but it was respected and agents made a good income. Agent association meetings were well attended. While a large percentage of persons entering insurance sales with major companies failed – many of those "failures" moved on to smaller or more focused companies and found great success there. So the "failure" rate was really not so bad as was generally reported.



A Circle of Friends: Nichepreneurs and the Power of Relationships
by Susan A. Friedmann
Even though Nichepreneurs generally operate their businesses all on their own, it's critical to remember that, to quote the old saying, "No man is an island!" I can't tell you how often this has proved true, in my own career and in that of many of my Nichepreneur peers. Success comes in large part from forming strategic relationships with people in a position to help you refine and enhance your Expert Identity.



Does Attitude Really Count?
by Michael Beck
For as long as I've been a professional I've heard that a person's attitude makes a difference. You've probably heard all the cute sayings about attitude – "Your Attitude Determines Your Altitude", Attitude is Everything", "The Only Thing You Can Control is Your Attitude". Every sales manager talks about attitude. Every leader talks about attitude. Every entrepreneur hears about attitude.

The Average Legal Action Against An Advisor Cost $40,000.00-Plus To Defend!
(Part Two)
An Exclusive Financial Services Journal On-Line Interview With Robin S. Mills, President
Financial Advisors Legal Association
On the service side of our Association, I take great pride in the services that our members receive. Our members join initially for peace of mind but we strive to excel in litigation prevention by giving additional benefits to arm our members with tools and education so they are prepared when litigation strikes.



Complete Financial Disclosure in First Meeting
By Bill Bachrach
None of us would actually scream Jerry McGuire's famous line, “Show the money” at clients. But sometimes we might want to. Clients can be cagey, embarrassed, and even suspicious when you get to the bottom line. The solution? As always, it's trust. No one's going to show you where all their money is without it.



Stretch IRAs: Cutting-edge planning or accidents waiting to happen?
By Dick Duff RWD Enterprises
Stretch or multigenerational IRA thinking isn't new. After all, who wouldn't want (for self and family) a tax-sheltered asset protection plan blessed by the IRS, Congress and the states — over scores of years, no less! Ed Slott, who has just written an interesting book about stretch IRA planning, would surely devote his creative energies elsewhere if all this and more weren't true.



 

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