CNBC Squawk Box ~ Our Advisor!!!

Just yesterday morning, one of the producers with Advisors Excel was featured on CNBC’s Squawk Box program.

Take a look: http://www.cnbc.com/id/15840232?video=1505606228&play=1.

Chris H was able to coordinate this through a PR connection at Advisors Excel. My question for you…Is your current FMO able to get you placed like this?!? Can you imagine how much extra credibility and business this will generate?!?

This wasn’t a fluke. Advisors Excel works exclusively with top producers. There’s a reason more $5 million+ producers choose us over any other FMO in the country!

Call or email me if you want to know exactly how we did it.
To have a record 2nd half to 2010, we need to talk soon.

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
1300 SW Arrowhead Dr, Ste 200 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

Great Article ~ Why Treasury Bonds Aren't Always So Safe

In an great article on CNN Money, US treasuries are shown as not always being a safe investment. Reason? Because interest rates can go up. In short, interest rates rising will have a serious effect on an investors return on money.

As stated in the article "I hope that you now get the larger point: that you're putting your capital at serious risk if you make a long-term loan to the safest borrower in the world, the U.S. government. Sure, getting your interest and principal from Uncle Sam is guaranteed. But that doesn't mean that you're making a safe investment. Be warned."

The complete article can be found here:
http://money.cnn.com/2010/05/17/markets/treasurybonds_safety.fortune/index.htm

Once again, FIA's show up as the best option for safe money!!
Keep up the great work and remember you provide your clients the greatest service out there.

Stay Focused.
MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
1300 SW Arrowhead Dr, Ste 200 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

74 New Articles ::: Van Mueller

Being the top producers I consult, I want to make sure you have the latest Van Mueller sales articles ASAP! You may recall that we have a strategic partnership with Van. He’s the featured worldwide speaker for MDRT and collects more information and data than anyone I’ve ever met.

So as a valued partner with me, you benefit. Here are 74 current articles to use in workshops and client meetings. Have at it…http://www.advisorsexcel.com/downloads/May-2010.pdf.

Call or email me with anything else I can help with. You know I’m here for you every day, ready to help you achieve your goals. Make it a great month in May!

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
1300 SW Arrowhead Dr, Ste 200 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com

Personal Brokers - Now Just for the Wealthy?

Thanks to Mike Reese for sharing this article with me...(email me to train with him at our next IRA College June 27-29th!) As if brokerage houses needed another knock against them, now it seems that unless investors have enough money, they may not even be able to have access to a broker at all!

Many of the big names on Wall Street have started to adopt a call center system for those investors that may not have a big enough portfolio balance to make speaking with financial advisors profitable enough to be worth their while. For those of you independent advisors out there that are meeting with these type of prospects (some with accounts up to $750k!), I don't know if there is a more powerful article to be sharing with them! Excerpts and full link to article below.

It was tough enough to get your broker on the phone during the financial crisis. Now, unless you have a sizeable chunk of cash, you may not be able to get a broker at all. Some say the moves create a different class of investors. “It will be challenging for them to get good financial advice,” says Bing Waldert, director of the research firm Cerulli Associates. Investors who complain can sometimes get a brokerage to back down, but some experts say clients might want to take their business elsewhere. “If they are trying to show you the door, maybe it’s not such a good idea to hang on,” Palaveev says.

Full Article

MJN

Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
1300 SW Arrowhead Dr, Ste 200 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com