Practice Management
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News
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The Emergence of the Emerging Investor
MetLife believes that the once-ignored “emerging investor” is becoming critical to advisor business as firms try to figure out how to retain and recruit new clients.
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Using Social Media? Who do you Target?
Results of a survey point to promotion and customer interaction as areas of interest for targeting young adults, men and high-income earners.
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Breaking Up is Hard to Do: Seven Must-Know Tips to Aid Divorce Clients
When going through a divorce, having just any financial advisor won't do. People need a planner who specializes in the subject and can help clients navigate the difficult emotional and financial terrain ahead.
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Advisers Relying More on Internal Wholesalers: FRC
While financial advisers have been relying on internal wholesalers more heavily since the financial downturn, they are also finding those contacts not as accessible or responsive as they would like.
Practice Management Features
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Prudent Policy
Financial planners who haven't reviewed clients' insurance coverage lately might suggest a year-end checkup.
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Under My Rule of Thumb
The rule of thumb says you can withdraw 4% of assets in the first year of retirement, but that's just a starting point.
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Ten for 2010
To position themselves for success, here are five steps advisors can take now, plus five more for the long term.
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Can We Talk?
Conversations with clients can be awkward, especially when they are emotional. here are ways to make discussions more fruitful.
