Torrid Technologies, Inc., a company based out of Marietta, Georgia, has recently released the 2016 version of their award-winning Retirement View software for Windows. The new version includes all of the award-winning capabilities of its … [Continue reading]
4 Questions to Ask Before Retirement
February 23, 2016 by Leave a Comment
From DailyFinance.com It's an achievement to make it to retirement. Years of hard work pay off once you have saved enough and get to hand over a resignation letter to your boss. You say farewell, and there may be a few tears as you part ways with … [Continue reading]
Effortless Marketing for Financial Advisors
February 19, 2016 by Leave a Comment
Hey, if you are a financial advisor I highly recommend the book "Effort-Less Marketing" for financial advisors by Steve Moeller. It has some great foundational chapters that talk about marketing without a bunch of technobabble. The nuts and bolts … [Continue reading]
Redesigning Your Practices
January 30, 2016 by Leave a Comment
Few situations can zap your enthusiasm like not having enough time in the day for your to-do list. Unless you get control of your schedule, you could burn a lot of energy without getting the results you want. Performance matters. In 2014, 52 … [Continue reading]
Wages Bounce Back But With Modest Gains
January 28, 2016 by Leave a Comment
After a time of few if any raises, the demand for labor has risen enough to compel some employers to pay more to hire or retain workers. The gains are modest, but they should slowly accelerate as unemployment falls further and competition for … [Continue reading]
Perseverance – Top Quality of Business Owners
January 27, 2016 by Leave a Comment
Hello again and Happy New Year! Wishing you much success in your practice this year. It's time for all of us to revisit our goals both personal and professional. What goals have you already set for 2016? I often talk to advisors about their … [Continue reading]
How to Use Webinars to Grow Your Financial Practice by 700%
December 11, 2015 by Leave a Comment
OK so that may seem a bit "over the top" but one advisor we work with that uses our RetirementView software AND webinars to do periodic marketing events, grew his practice from $80 million to over $550 million in about 9 years. You may not get the … [Continue reading]
Time to Say Thanks…
November 30, 2015 by Leave a Comment
Hope you and your family have a great Thanksgiving! It’s hard to believe that November is here already, which means we are approaching the end of the year. In this month’s article I just wanted to write about the first and major part of the … [Continue reading]
2015 Budget Deal KILLS the Social Security Claiming Strategies
October 28, 2015 by Leave a Comment
Many financial advisors and insurance agents have been going gang busters over seminars about Social Security. Well that gravy train is now OVERRRR. Thanks to our wonderful Congress they are calling the "Social Security Claiming Strategies" a … [Continue reading]
Will a financial advisor’s Client Portals cause SEC fines?
October 23, 2015 by Leave a Comment
Hey Financial Advisors, BLOCKBUSTER article... SEC is examining cases in which clients give advisers usernames and passwords to accounts they are not the custodian of... SEC is considering fines due to worry over "Madoff" like situations where the … [Continue reading]
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