How advisers can meet clients’ insurance needs Some financial advisers work with outside brokers to offer clients insurance, while others offer such products in-house. “If you want to move to the insurance side, NAIFA is a great source of education and information,” NAIFA President Juli McNeely says. CNBC (4/20)
Toll-free helpline for older investors debuts from FINRA The Financial Industry Regulatory Authority has opened a toll-free helpline that lets seniors speak with a staff member about their investments or brokerage accounts. The action follows discovery by FINRA and the Securities and Exchange Commission that some brokers are suggesting unsuitable…
Are you ready for Google’s new search algorithm? Google’s search engine today begins favoring mobile-friendly websites, which could make it harder for some adviser websites to be noticed. Advisers may need to revamp their sites. InvestmentNews (free registration) (4/20)
Danny Wood Price isn’t everything anymore, nor does sales volume guarantee profitability. Marketing and sales have shifted from an emphasis on transactions, sales volume, and competitive pricing to an emphasis on creating and retaining the right customers. The key word is “right.” It means that not just any customer will…
Experts: More baby boomers feel financially pressured from 2 sides Baby boomers increasingly are dealing with financial obligations from helping their children and aging parents while they also maintain their own financial well-being, experts say. Advisers should take action to help clients avoid such situations, experts say. National Underwriter Life…
April Book of the Month The Book of the Month for April is the popular “One Page Business Plan” by Jim Horan. If you make a living selling financial products or advice, this resource was created for you. Now you can do for yourself what you help your clients do:…
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