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Tag Archives: SPWL

What is The ” Rollover Moment”?

The U.S. Consumer Financial Protection Bureau is weighing whether it should take on a role in helping Americans manage the $19.4 trillion they have put into retirement savings, a move that would be the agency’s first foray into consumer investments.   The bureau’s core concern is that many Americans, notably those from the retiring Baby  Click to Continue

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How Can I Pay for College

 Those of you who are parents and have clients that are parents eventually come to the topic of paying for college. Whether in a social setting or during the discovery process, it is one the of the highest needs clients are looking to have met.  They can be younger and wanting to grow their money  Click to Continue

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GAO’s Advice?

“The risk that retirees will outlive their assets is a growing challenge,” according to a study from the Government Accountability Office scheduled for release today. Increased life expectancies and health-care costs coupled with declines in financial markets and home equity over the last few years have “intensified” workers’ concerns about how to manage their savings  Click to Continue

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Social Media and Today’s Financial Advisor

Tom Groenfeldt is a contributing writer for Forbes.com and recently wrote this piece regarding today’s Financial Advisor and their use of social media.    Keeping up with social media is not easy, says Sarah Carter, vice president of marketing at Actiance, a California communications compliance firm that was known as FaceTime Communications until January.    Click to Continue

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4 lead generation mistakes to avoid

Last week I presented some lead generation mistakes to avoid, including banking on the “one-contact close,” mistaking email for a CRM system and not purchasing qualified leads. Here are three more. 1. Failing to nurture a “colder” lead. Leads need to be nurtured. Difficult economic times slow buying decisions. Those decisions will be made eventually,  Click to Continue

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Retirement Options

Nice article on 401k’s , IRA’s etc and the different options that are present throughout.   http://www.dailyfinance.com/2011/07/01/retirement-savings-alternatives-to-employer-plans-401k/         The Retirement Think Tank

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