Monthly Archives: January 2013

Most Advisors Score Low on Ranking Clients Concerns

Most advisors assume that running out of money is the number one concern of retirees… and they spend all of their time addressing it.  It actually ranks 4th.    Here’s what the 2009 Senior Census discovered about retirees concerns.  Top 10 … Continue reading

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How to Create a Blizzard of Publicity

Which would you rather see in your local paper?  A piece written by you or a piece written by somebody else… quoting you?  I’d much rather be quoted.  It’s a 3rd party endorsement and it’s easier!  Here’s some easy ways … Continue reading

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