How to Throw A 4th of July Party ~ With a Twist

Are you ready to throw a 4th of July party your clients, friends and family won't soon forget? Horsesmouth.com is a fantastic website for financial advisors, giving unique ideas for improving your practice. In an article posted on the website last week, an idea for a great 4th of July party for your clients was shared.

The key part of client appreciation events is to make them memorable experiences for your clients. With that being said, think about this opening sentence from the article: "The U.S. Constitution is the foundational text of our great country and its amazing, self-renewing American Dream. It's the bible to our civil religion…The operating rules for the successful operation of the longest-running Democracy in history… Yet, I believe you'd be hard-pressed to find a copy of it in very many homes in this country. It's the most important, largely invisible document in America!"

Now onto how to use this fact at your upcoming 4th of July party... From horsesmouth.com, naturally, your party will mostly be like all other Fourth of July parties: cookout, drinks, fun and games if kids are around, sports events like horseshoes, badminton, softball, Frisbee; and fireworks. But you might want to take a few moments to call everyone together and ask them to participate in a short, patriotic moment. After all, the reason everyone is there is because we're celebrating the birth of the nation.

Here are some ideas of what might come next: Make a short speech, thank everyone for coming and tell them you wanted to take just a minute to ask everyone to reflect on the meaning of the Fourth of July. Contact me today for a few examples of what this speech may sound like. Once done with the speech, thank them for coming and offer direct them to a table where they can receive a copy of the U.S. Constitution.

Remember on this 4th of July what the celebration is all about. Take time to remember the fact with your family, your friends and your clients. And enjoy the holiday - you definitely deserve it.

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

Forget Stocks, Buy and Hold Annuities Instead

In an article posted on the website for Boomer Market Advisor, Kerry Pechter (an industry expert) gives his take on annuities after attending the Retirement Income Industry Association’s spring conference.

Most of the speakers had similar undertones about getting out of the market and older retirees needing fixed assets. Below is the most poweful part of the article:

"In the conference’s featured presentation, finance professor and retirement income expert Moshe Milevsky argued that advisors shouldn’t encourage people who are mortality risk-averse—that is, scared of living to age 95 and running out of money along the way—to invest in stocks. “Risk is risk,” he argued, and people who are risk-averse to mortality will be equally risk-averse to equities.

Such clients should use immediate annuities or, alternately, deferred income annuities (aka “longevity insurance”) to lengthen the lives of their portfolios, Milevsky said. They should buy equities only with money they can afford to lose.

The conference’s overall message, which happens to be RIIA’s theme, is that retirees should buy a “floor” of risk-free income-producing assets before considering equities. After Wall Street’s recent madness, that makes sense."

For a complete copy of the article, contact me today. Thank you for the tremendous beginning to 2010 and putting June on pace for another record month for Advisors Excel, your firm and your clients.

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

$9 Billion and No Taxes

An interesting article from NBC.com came across my desk today. The 74th richest person in the world passed away earlier this year, and since he died in just the right year, his beneficiaries will collect their inheritance tax free.

Because of a lapse in the Estate Tax laws for 2010, Dan L. Duncan's estate valued at over $9 billion will pass on to his children and grandchildren free of estate tax. This means his beneficiaries will received billions more than they would have any other year.

This article is a great reminder to talk to your clients about estate planning and how you can help them.

Read the complete article here: http://www.msnbc.msn.com/id/37588278/ns/business-personal_finance//

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

25 Questions ~ Is the Economic Recovery Real?

Welcome to the summer! Now is the time where top producers separate themselves from the pack…

A top producer I consult recently shared the enclosed article “25 Questions to Ask Anyone Who is Delusional Enough to Believe This Economic Recovery is Real”. My advisor is using these questions as new seminar PowerPoint slides and as appointment talking points to generate business. I feel this is information you can generate business from also.

The article covers how many in popular media portray the American economy as recovering. Yet, the hard facts and economic indicators tell a different story. These 25 key questions are for clients who believe the media, and hopefully it can open their eyes to reality and how you can help.

Read the complete article here: http://www.businessinsider.com/questions-to-ask-anyone-who-is-delusional-enough-to-believe-that-this-economic-recovery-is-real-2010-5#is-richard-russel-wrong-22#ixzz0pbcEsVCW

I look forward to talking with you soon to have a successful 2nd half of 2010!

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