Please visit http://advadvisor.wordpress.com/ for my up-to-date blog posts!
MJN
9.07.2010
8.06.2010
Investment News Net Article ~ Is this the start of a lost decade for bonds?
In a recent article on Investment News Net's website, they ask an important question:
As investors turn to fixed income, primarily bonds, as a safe source of funds are they creating the next problem?
From the article:
"given today's historically low interest rates, large budget deficits and the risk of inflation, one wonders whether investors are making this asset allocation choice at the beginning of what may ultimately prove to be a lost decade for bonds. In particular, the fixed-income asset class most favored during the financial crisis for its safety and liquidity — the Treasury bond — may face an unusually high level of interest rate risk in today's environment because of its long duration. "
The article continues to speak about the pricing of bonds and with the current historically low rates, and the threat of rising rates, how consumers going to bonds may not see any interest - even within the next decade. What does this mean to you?!? Now more than ever your clients need safe-money solutions!!
For the complete article click here: http://www.investmentnews.com/article/20100725/REG/307259999
Happy selling, stay focused.
Matt
http://twitter.com/advadvisor
866.363.9595 ::: matt.neuman@advisorsexcel.com
As investors turn to fixed income, primarily bonds, as a safe source of funds are they creating the next problem?
From the article:
"given today's historically low interest rates, large budget deficits and the risk of inflation, one wonders whether investors are making this asset allocation choice at the beginning of what may ultimately prove to be a lost decade for bonds. In particular, the fixed-income asset class most favored during the financial crisis for its safety and liquidity — the Treasury bond — may face an unusually high level of interest rate risk in today's environment because of its long duration. "
The article continues to speak about the pricing of bonds and with the current historically low rates, and the threat of rising rates, how consumers going to bonds may not see any interest - even within the next decade. What does this mean to you?!? Now more than ever your clients need safe-money solutions!!
For the complete article click here: http://www.investmentnews.com/article/20100725/REG/307259999
Happy selling, stay focused.
Matt
http://twitter.com/advadvisor
866.363.9595 ::: matt.neuman@advisorsexcel.com
7.30.2010
How Safe is FDIC Insurance?
Thanks to one of my partners, Global Financial Private Capital (GPFC) for this piece. Here's an excerpt:
…but the Federal Deposit Insurance Corp. (FDIC) pays Depositors when a Bank Fails, RIGHT?
The definitive answer to this question is both Yes and No:
Yes, the FDIC insures all deposits held within member banks and thrifts, currently up to
$250,000. As this insurance is backed by the “full faith and credit of the United States
Government”, the FDIC should be able to cover all future failures.
No, the FDIC is required by law to maintain a Deposit Insurance Fund (DIF) of at least 1.15% of total insured deposits. Currently, DIF is approximately $20 billion in the red, a negative ratio of 0.39% of insured deposits.
To read the entire article click: http://tinyurl.com/2vzamcb
Happy selling, stay focused.
…but the Federal Deposit Insurance Corp. (FDIC) pays Depositors when a Bank Fails, RIGHT?
The definitive answer to this question is both Yes and No:
Yes, the FDIC insures all deposits held within member banks and thrifts, currently up to
$250,000. As this insurance is backed by the “full faith and credit of the United States
Government”, the FDIC should be able to cover all future failures.
No, the FDIC is required by law to maintain a Deposit Insurance Fund (DIF) of at least 1.15% of total insured deposits. Currently, DIF is approximately $20 billion in the red, a negative ratio of 0.39% of insured deposits.
To read the entire article click: http://tinyurl.com/2vzamcb
Happy selling, stay focused.
Matt
http://twitter.com/advadvisor
866.363.9595 ::: matt.neuman@advisorsexcel.com
Article - Ten Stock Market Myths that Just Won't Die
An article was recently shared with Mike Reese, our IRA College trainer and IRA Expert, about common myths of the stock market that just won't die.
These myths include the 10% market return lie, that now is the time to get in the market, the high risk equals high return ratio, timing the market and being able to outperform anything with stocks. The article defames each myth in detail and is fantastic to have in your arsenal when clients hear these myths.
To read the full article, click here: http://tinyurl.com/26hwdby.
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
These myths include the 10% market return lie, that now is the time to get in the market, the high risk equals high return ratio, timing the market and being able to outperform anything with stocks. The article defames each myth in detail and is fantastic to have in your arsenal when clients hear these myths.
To read the full article, click here: http://tinyurl.com/26hwdby.
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
7.23.2010
Investors Lose Faith In Big Brokers!!
A JD Power & Associates Study came across my desk this week titled “Investors Lose More Faith in Big Brokers." How often do you run across Edward Jones, RBC Wealth Management, LPL Financial, Bank of America, Merrill Lynch, Morgan Stanley, Smith Barney or Wells Fargo?!?
The study by JD Power & Associates specifically mentions the above companies and how even though the market rebounded, clients were not satisfied with their brokers. Highlights from the article:
"The general reputation of brokerages, meanwhile, continued to sink this year despite the rebound. An increasing proportion of investors said they believe their investment firm is driven more by profit concerns than focused on the customer.
"Most investors have enjoyed positive short-term gains in their portfolio as a result of the market recovery, but this has not translated into an improvement in investor sentiment toward their firm," said David Lo, investment services director at J.D. Power."
Can you use this in appointments? Can you use this in seminars?
Contact me today for a complete copy of this article.
Take care and happy selling.
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
The study by JD Power & Associates specifically mentions the above companies and how even though the market rebounded, clients were not satisfied with their brokers. Highlights from the article:
"The general reputation of brokerages, meanwhile, continued to sink this year despite the rebound. An increasing proportion of investors said they believe their investment firm is driven more by profit concerns than focused on the customer.
"Most investors have enjoyed positive short-term gains in their portfolio as a result of the market recovery, but this has not translated into an improvement in investor sentiment toward their firm," said David Lo, investment services director at J.D. Power."
Can you use this in appointments? Can you use this in seminars?
Contact me today for a complete copy of this article.
Take care and happy selling.
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
7.21.2010
7.15.2010
$328 Million in Savings
George Steinbrenner, billionaire and long term owner of the New York Yankees, left this world with a great sense of timing. Steinbrenner passed away last week, leaving his heirs possibly hundreds of millions more. Since he died in 2010, his heirs do not have to pay an estate tax on his estate, estimated to be worth $1.1 Billion.
According to an article on MSNBC:
"Forbes magazine has estimated Steinbrenner's estate at $1.1 billion. The federal estate tax in 2009 was 45 percent, with the $3.5 million per-person exemption. If he had died last year, his estate could thus have faced federal taxes of almost $500 million, depending on how the estate was structured.
That doesn't mean his heirs permanently escape all taxes related to his assets. They will still have to ultimately pay a capital gains tax if and when assets are sold. And due to a change in tax law this year, the tax would be applied to the amount by which the assets have appreciated since Steinbrenner acquired them."
Click here for the complete article: http://www.msnbc.msn.com/id/38232917/ns/business-personal_finance/
This article is a great reminder to talk to your clients about estate planning and how you can help them. Call or email anytime I can help further.
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
According to an article on MSNBC:
"Forbes magazine has estimated Steinbrenner's estate at $1.1 billion. The federal estate tax in 2009 was 45 percent, with the $3.5 million per-person exemption. If he had died last year, his estate could thus have faced federal taxes of almost $500 million, depending on how the estate was structured.
That doesn't mean his heirs permanently escape all taxes related to his assets. They will still have to ultimately pay a capital gains tax if and when assets are sold. And due to a change in tax law this year, the tax would be applied to the amount by which the assets have appreciated since Steinbrenner acquired them."
Click here for the complete article: http://www.msnbc.msn.com/id/38232917/ns/business-personal_finance/
This article is a great reminder to talk to your clients about estate planning and how you can help them. Call or email anytime I can help further.
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
7.13.2010
Fannie Mae & Freddie Mac - Delisted from NYSE
Fannie Mae and Freddie Mac delisted from stock exchange
Below are some good conversations points to have with your clients that think the economy is turning around. Indicators may show them otherwise, including Freddie Mac and its sister company Fannie Mae have continued to rack up losses. US home loan giants Fannie Mae and Freddie Mac are to cease trading on the New York Stock Exchange (NYSE). The state-sponsored lenders were ordered to leave the exchange by the Federal Housing Finance Agency (FHFA).
They have both continued to suffer heavy losses in the aftermath of the financial crisis. Their share prices have slumped to the NYSE's minimum level of $1 a share - requiring them to try to boost their stock, or delist. The FHFA said the decision to exit the exchange did not "constitute any reflection on [Fannie Mae and Freddie Mac's] current performance or future direction".
FHFA's acting director Edward DeMarco added that delisting the shares "makes sense and fits with the goal... to preserve and conserve assets".
Below are some good conversations points to have with your clients that think the economy is turning around. Indicators may show them otherwise, including Freddie Mac and its sister company Fannie Mae have continued to rack up losses. US home loan giants Fannie Mae and Freddie Mac are to cease trading on the New York Stock Exchange (NYSE). The state-sponsored lenders were ordered to leave the exchange by the Federal Housing Finance Agency (FHFA).
They have both continued to suffer heavy losses in the aftermath of the financial crisis. Their share prices have slumped to the NYSE's minimum level of $1 a share - requiring them to try to boost their stock, or delist. The FHFA said the decision to exit the exchange did not "constitute any reflection on [Fannie Mae and Freddie Mac's] current performance or future direction".
FHFA's acting director Edward DeMarco added that delisting the shares "makes sense and fits with the goal... to preserve and conserve assets".
The two lenders, which provide mortgage finance to other lenders, were placed under government control in September 2008 after being severely hurt by the collapse in the mortgage market. Both have continued to make heavy losses, however, so far costing US taxpayers $145bn in bail-out costs.
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
6.29.2010
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.
1300 SW Arrowhead Dr, Ste 200 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
6.18.2010
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
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
6.09.2010
$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
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
6.04.2010
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
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
5.28.2010
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
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
5.21.2010
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
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
5.17.2010
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
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
5.07.2010
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
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
4.23.2010
$100 Million Budget Cut ~ Amazing Video ~ ONLY 1 MIN 38 SEC.
This is not political, per se, but is one of the simplest and best illustration of economics I
have seen. In 1 minute & 38 seconds you see what we can and cannot cut from the national budget and how to illustrate the significance of what is the budget cut proposal.
A college student "Explains our Federal Budget" and the portion that must be borrowed in simple terms for everyone to understand. This student’s visual aid example easily
demonstrates the $100 million cut that President Obama asked for on Monday, April 19th.
Click on this link and be amazed: http://www.wimp.com/budgetcuts/.
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
have seen. In 1 minute & 38 seconds you see what we can and cannot cut from the national budget and how to illustrate the significance of what is the budget cut proposal.
A college student "Explains our Federal Budget" and the portion that must be borrowed in simple terms for everyone to understand. This student’s visual aid example easily
demonstrates the $100 million cut that President Obama asked for on Monday, April 19th.
Click on this link and be amazed: http://www.wimp.com/budgetcuts/.
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
4.16.2010
The Best Year to Die: 2010
Another great article came across my desk, this one on Estate Tax planning in 2010. It's great for a seminar as it's written from the humorous perspective of a father who's kids are telling him to die in 2010.
Here's a great quote from the intro and a link to the full article - SHARE THIS INFORMATION, IT'S POWERFUL.
“My kids had just sat me down and given me the bad news: I was going to die. They couldn't tell me what was going to do me in. But I was clearly a goner. The only thing they could guarantee was the year: 2010. Anytime during the year was OK with them. And they would be financially, if not emotionally, devastated if I was still around Jan. 1, 2011. Not that they don't care for me. "It's not personal, Dad," my son Josh said. "It's just business -- good tax planning”
For the full article, click here:
http://articles.moneycentral.msn.com/Taxes/CutYourTaxes/2010-the-best-year-to-die.aspx
Thank you for the phenomenal start to the 2nd Quarter! If you ever need anything for your business, never hesitate to call.
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
Here's a great quote from the intro and a link to the full article - SHARE THIS INFORMATION, IT'S POWERFUL.
“My kids had just sat me down and given me the bad news: I was going to die. They couldn't tell me what was going to do me in. But I was clearly a goner. The only thing they could guarantee was the year: 2010. Anytime during the year was OK with them. And they would be financially, if not emotionally, devastated if I was still around Jan. 1, 2011. Not that they don't care for me. "It's not personal, Dad," my son Josh said. "It's just business -- good tax planning”
For the full article, click here:
http://articles.moneycentral.msn.com/Taxes/CutYourTaxes/2010-the-best-year-to-die.aspx
Thank you for the phenomenal start to the 2nd Quarter! If you ever need anything for your business, never hesitate to call.
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
4.09.2010
What is One Billion?
Here’s a quick seminar idea, shared by another highly successful producer I consult.Implement and this should increase 2nd quarter business!!!
During the seminar; put up this slide, then states these facts to your audience:
- A billion seconds ago, it was 1979.
- A billion minutes ago, Jesus just passed away.
- A billion hours ago, our ancestors were Living in the Stone Age.
- A billion days ago, no-one walked on the earth using two feet.
- At the rate the United States Government is spending, a billion dollars was only 4 hours and 10 minutes ago.
- If you don’t plan for increasing taxes, the government will plan for you. Information is nothing without action. Real power lies in informed decision making.
Have a great start to the 2nd quarter and call when I can help further.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
1300 SW Arrowhead Dr. Suite 200 ::: Topeka, KS ::: 66604
866.363.9595 ::: matt.neuman@advisorsexcel.com
4.06.2010
Great Commentary From Scott McKain
Shared with me this week was great insight from our World Series of Sales speaker, Scott McKain. His commentary is below... What will you do to make a difference in your compensation this year?
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Unbelievable as it may sound, the new season for Major League Baseball begins this coming Sunday night. It is one of the undeniable rites of Spring - and if you have endured this year's Winter in the Midwest or East, I have no doubt you're ready for the change of Seasons!
Yet, baseball also provides a highly instructive metaphor for something every business - and individual - should be examining. And . . .while I try to avoid the over-use of sports analogies . . . consider these statistics from last year's season: In the Toronto Blue Jays infield, the shortstop position was often filled by John McDonald. Named in a 2007 poll as "Most Popular Blue Jay" - defeating their pitching ace, Roy Halladay, in the voting - this past year's season, McDonald had a batting average of .258.
(If you're not a baseball fan, a batting average of .250 would mean, on average, you got 2.5 hits for every 10 times to bat to that point in the season. A .300 average would, naturally, mean that you safely hit the ball 3 times per 10 times to the plate.)
Over at third base for the Blue Jays, for much of the 2009 season was a fellow Hoosier, Scott Rolen. During his stint with the Jays, (Rolen was traded to the Cincinnati Reds on July 31st.), Rolen's batting average was .305 - about 50 points higher than McDonald's.
How did that small difference translate into compensation? What does one-half of one hit more -- every TEN times at bat -- mean in terms of pay for performance?
McDonald makes a lot of money - his contract is about $1.5 million per season.
But, Rolen's modestly better production means a LOT bigger paycheck. His contract was for $11 MILLION per year!
Here's the point: When you play the game at a high level, being a "little bit" better means exponential improvements in returns!
You do not have to be twice as good as your competition to earn double the results.
Finding small points of distinction will make an enormous difference for you and your organization. Remember - Enterprise Rent-A-Car is renting the IDENTICAL vehicles as their competitor. Doing what could be viewed as a "little thing" - picking up the customer, rather than requiring them come to the rental location - created the nation's largest rental car company.
What small action could you take that could make you the "little bit" better to earn huge rewards?
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
1300 SW Arrowhead Dr. Suite 200 ::: Topeka, KS ::: 66604
866.363.9595 ::: matt.neuman@advisorsexcel.com
----------------------------------------------------------------------------------
Unbelievable as it may sound, the new season for Major League Baseball begins this coming Sunday night. It is one of the undeniable rites of Spring - and if you have endured this year's Winter in the Midwest or East, I have no doubt you're ready for the change of Seasons!
Yet, baseball also provides a highly instructive metaphor for something every business - and individual - should be examining. And . . .while I try to avoid the over-use of sports analogies . . . consider these statistics from last year's season: In the Toronto Blue Jays infield, the shortstop position was often filled by John McDonald. Named in a 2007 poll as "Most Popular Blue Jay" - defeating their pitching ace, Roy Halladay, in the voting - this past year's season, McDonald had a batting average of .258.
(If you're not a baseball fan, a batting average of .250 would mean, on average, you got 2.5 hits for every 10 times to bat to that point in the season. A .300 average would, naturally, mean that you safely hit the ball 3 times per 10 times to the plate.)
Over at third base for the Blue Jays, for much of the 2009 season was a fellow Hoosier, Scott Rolen. During his stint with the Jays, (Rolen was traded to the Cincinnati Reds on July 31st.), Rolen's batting average was .305 - about 50 points higher than McDonald's.
How did that small difference translate into compensation? What does one-half of one hit more -- every TEN times at bat -- mean in terms of pay for performance?
McDonald makes a lot of money - his contract is about $1.5 million per season.
But, Rolen's modestly better production means a LOT bigger paycheck. His contract was for $11 MILLION per year!
Here's the point: When you play the game at a high level, being a "little bit" better means exponential improvements in returns!
You do not have to be twice as good as your competition to earn double the results.
Finding small points of distinction will make an enormous difference for you and your organization. Remember - Enterprise Rent-A-Car is renting the IDENTICAL vehicles as their competitor. Doing what could be viewed as a "little thing" - picking up the customer, rather than requiring them come to the rental location - created the nation's largest rental car company.
What small action could you take that could make you the "little bit" better to earn huge rewards?
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
1300 SW Arrowhead Dr. Suite 200 ::: Topeka, KS ::: 66604
866.363.9595 ::: matt.neuman@advisorsexcel.com
3.29.2010
Social Security Article - Spending Threshold Crossed 6 Years Early!!!
Ran across this article in yesterday's New York Times - our Social Security program for the FIRST TIME EVER will pay out more this year than it is taking in from tax revenue, a threshold it wasn't expected to cross until 2016. The real estate bubble bursting, recent market downturn, and high unemployment rate (causing more to file for early payments) have been the main cause for the accelerated spend down of the Social Security Trust Fund.
Here's a quote directly from Alan Greenspan on how we can "fix" our Social Security System...
Only three choices: raise taxes, lower benefits or bail out the program by tapping general revenue.
If you don’t plan with your clients for increasing taxes now, the government will plan for you. Information is nothing without action. Real power lies in informed decision making.
Read the complete article by Clicking Here.
Take care and contact me if I can do anything else to help.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
Here's a quote directly from Alan Greenspan on how we can "fix" our Social Security System...
Only three choices: raise taxes, lower benefits or bail out the program by tapping general revenue.
If you don’t plan with your clients for increasing taxes now, the government will plan for you. Information is nothing without action. Real power lies in informed decision making.
Read the complete article by Clicking Here.
Take care and contact me if I can do anything else to help.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
3.19.2010
Are You Working On Your Sales Skills?
In a great article on www.RegisteredRep.com, the publisher Rich Santos speaks about what advisors need to do to improve their sales skills with affluent and high net worth investors. Santos goes through specific action steps, from what you say to events you throw, that all advisors can learn from to become a better sales person.
To read the full article go to: http://registeredrep.com/newsletters/practice/are_you_working_on_your_sales_skills_0318/
In today’s marketing environment, the best get better. Are you?
Let’s talk soon.
Matt
Empowering the Country’s Best Advisors to Become Better.
1300 SW Arrowhead Rd ::: Suite 200::: Topeka, KS ::: 66604
866.363.9595 ::: matt.neuman@advisorsexcel.com
To read the full article go to: http://registeredrep.com/newsletters/practice/are_you_working_on_your_sales_skills_0318/
In today’s marketing environment, the best get better. Are you?
Let’s talk soon.
Matt
Empowering the Country’s Best Advisors to Become Better.
1300 SW Arrowhead Rd ::: Suite 200::: Topeka, KS ::: 66604
866.363.9595 ::: matt.neuman@advisorsexcel.com
3.12.2010
Bill Bachrach: Olympic Inspiration
The following was written by one of our WSOS speakers, Bill Bachrach. I wanted to share his powerful and inspirational message with you.
Stay focused. We'll visit soon.
MJN
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What were the most inspiring moments of the 2010 Winter Olympic Games in Vancouver for you?
Did you watch certain moments and find yourself saying something like, "If he or she can do THAT… what's possible for me?"
I hope so, because that's one of the biggest benefits of watching sports that most of us only watch every four years. There are valuable lessons to be learned. Let's not miss them and, more importantly, apply them to our own lives.
When was the last time you crossed your finish line at the end of the day and screamed with the joy, relief, and satisfaction of knowing you laid it all on the line? Think about Lindsey Vonn after her gold medal downhill run.
Did you watch some of the cross-country skiing or biathlon with amazement as competitor after competitor collapsed as they crossed the finish line wondering what your own life would be like if you pushed your limits just a little farther? I didn't catch his name, but one of the cross country skiers commented about how his sport is the only one where it's normal to puke after practice. That's commitment. I'm not suggesting that you should throw up at the end of good day's work, but maybe you could leave a little more on the "field of play." What do you think?
Who will ever forget 24 year-old figure skater Joanne Rochette whose mother, to whom she was very close, passed away unexpectedly shortly after arriving in Vancouver? Instead of packing it in, just four days later she skated with extra inspiration and won the bronze medal. Could there possibly have been a dry eye in the house or living rooms around the world when she looked to the heavens at the conclusion of her program? It's no wonder she was awarded the Terry Fox award as the athlete who best exemplifies courage and selfless qualities.
My favorite quotes from the games were:
"Before you go to sleep at night ask yourself one question: Did you do every single thing you could today to make sure that you did your best? It's hard to answer 'yes' every single day." - Apolo Ohno; Short-track speed skater
"The more awkward positions that I become comfortable with, the fewer situations I'll be uncomfortable with." - Graham Watanabe; Snowboarder
"I don't like to look at it as competition. It's about me conquering myself… me being able to face my own fears, distractions, and weaknesses and say that I overcame them." - Apolo Ohno; Short-track speed skater
How does this apply to you? What if being a financial advisor was an Olympic Sport?
How good would you have to be to make the team? Where would your client service experience and client acquisition skills have to be in order to compete with the rest of the financial professional "athletes" on the world stage? How good would you and your team have to be to earn a spot on the podium or win the gold medal? These are great questions for you and your team to consider as you continually look for ways to be your best.
Fortunately, being a great financial advisor is not a zero sum game with only one gold medal. And you don't compete against other financial advisors only against your own potential. There is plenty of business for all of the great financial advisors in the world. As the saying goes, "it's only crowded at the bottom."
Take some inspiration from the athletes of the 2010 Winter Olympic Games in Vancouver, Canada and use it as propellant to achieve your next level of success.
Remember… anything is possible.
Keep moving forward,
Bill Bachrach, CSP, CPAE (Speaker Hall of Fame)
Chairman & CEO; Bachrach & Associates, Inc.
Author: Values-Based Financial Planning & High Trust Leadership
Stay focused. We'll visit soon.
MJN
----------------------------------------------------------------------------------
What were the most inspiring moments of the 2010 Winter Olympic Games in Vancouver for you?
Did you watch certain moments and find yourself saying something like, "If he or she can do THAT… what's possible for me?"
I hope so, because that's one of the biggest benefits of watching sports that most of us only watch every four years. There are valuable lessons to be learned. Let's not miss them and, more importantly, apply them to our own lives.
When was the last time you crossed your finish line at the end of the day and screamed with the joy, relief, and satisfaction of knowing you laid it all on the line? Think about Lindsey Vonn after her gold medal downhill run.
Did you watch some of the cross-country skiing or biathlon with amazement as competitor after competitor collapsed as they crossed the finish line wondering what your own life would be like if you pushed your limits just a little farther? I didn't catch his name, but one of the cross country skiers commented about how his sport is the only one where it's normal to puke after practice. That's commitment. I'm not suggesting that you should throw up at the end of good day's work, but maybe you could leave a little more on the "field of play." What do you think?
Who will ever forget 24 year-old figure skater Joanne Rochette whose mother, to whom she was very close, passed away unexpectedly shortly after arriving in Vancouver? Instead of packing it in, just four days later she skated with extra inspiration and won the bronze medal. Could there possibly have been a dry eye in the house or living rooms around the world when she looked to the heavens at the conclusion of her program? It's no wonder she was awarded the Terry Fox award as the athlete who best exemplifies courage and selfless qualities.
My favorite quotes from the games were:
"Before you go to sleep at night ask yourself one question: Did you do every single thing you could today to make sure that you did your best? It's hard to answer 'yes' every single day." - Apolo Ohno; Short-track speed skater
"The more awkward positions that I become comfortable with, the fewer situations I'll be uncomfortable with." - Graham Watanabe; Snowboarder
"I don't like to look at it as competition. It's about me conquering myself… me being able to face my own fears, distractions, and weaknesses and say that I overcame them." - Apolo Ohno; Short-track speed skater
How does this apply to you? What if being a financial advisor was an Olympic Sport?
How good would you have to be to make the team? Where would your client service experience and client acquisition skills have to be in order to compete with the rest of the financial professional "athletes" on the world stage? How good would you and your team have to be to earn a spot on the podium or win the gold medal? These are great questions for you and your team to consider as you continually look for ways to be your best.
Fortunately, being a great financial advisor is not a zero sum game with only one gold medal. And you don't compete against other financial advisors only against your own potential. There is plenty of business for all of the great financial advisors in the world. As the saying goes, "it's only crowded at the bottom."
Take some inspiration from the athletes of the 2010 Winter Olympic Games in Vancouver, Canada and use it as propellant to achieve your next level of success.
Remember… anything is possible.
Keep moving forward,
Bill Bachrach, CSP, CPAE (Speaker Hall of Fame)
Chairman & CEO; Bachrach & Associates, Inc.
Author: Values-Based Financial Planning & High Trust Leadership
3.05.2010
Best First Line I've Ever Seen!
For a great article to share with your clients, check out this article from Investment News Net:
http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20100224/FREE/100229944/1094/INDaily01
The first line is the most powerful statement I've ever seen in an article. It says how important annuities are inside of every clients portfolio. By having annuities in a portfolio, you can help hedge the risk of clients outliving their assets.
Make it a profitable week and thank you for all your hard work. They may not know it today, but clients need your diligence more than ever.
Take care and contact me if I can do anything else to help.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20100224/FREE/100229944/1094/INDaily01
The first line is the most powerful statement I've ever seen in an article. It says how important annuities are inside of every clients portfolio. By having annuities in a portfolio, you can help hedge the risk of clients outliving their assets.
Make it a profitable week and thank you for all your hard work. They may not know it today, but clients need your diligence more than ever.
Take care and contact me if I can do anything else to help.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
2.26.2010
Indexed Annuity Sales Increase in 2009 - Over $234 billion in Annuities Issued!
In a recent study by LIMRA, over $24.9 billion in indexed annuities were issued in 2009, an increase of over 9% from 2008. In the same study, variable annuity sales were also up over the last 6 months of 2009, up enough to erase sales loss from earlier in the year.
A theory known as the "herding effect" can be used here with potential clients by sharing this information with them: in 2009 there was a total $234.9 billion issued in individual annuities!! An insured way of protecting their retirement assets. Share this with your clients in every appointment and they will automatically feel more comfortable with the indexed annuity purchase.
Thank you for the phenomenal month of business in February! If you ever need anything for your business, never hesitate to call.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
A theory known as the "herding effect" can be used here with potential clients by sharing this information with them: in 2009 there was a total $234.9 billion issued in individual annuities!! An insured way of protecting their retirement assets. Share this with your clients in every appointment and they will automatically feel more comfortable with the indexed annuity purchase.
Thank you for the phenomenal month of business in February! If you ever need anything for your business, never hesitate to call.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
2.24.2010
Alarming Article from CNN Money - Bank Failure Rate
This week I ran into an article on CNNMoney.com that talks about how one in every 11 banks is at risk of failing. There are over 700 banks on the FDIC watch list today! That's the highest number since 1993!! The number has been growing since the recession started. As the article states, the list was at only 76 in 2007.
For a complete copy of the article, and also to hear FDIC Chairman Sheila Blair speak on why more banks will fail in 2010 Click Here.
Now is the time to provide your clients with safe and insured assets.
February is proving to be the biggest month of the year - thank you for all the hard work.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
For a complete copy of the article, and also to hear FDIC Chairman Sheila Blair speak on why more banks will fail in 2010 Click Here.
Now is the time to provide your clients with safe and insured assets.
February is proving to be the biggest month of the year - thank you for all the hard work.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
2.16.2010
Good Read - Investors Keep Fooling Themselves
A good article came across my desk yesterday that I wanted to share. The last 3 paragraphs are great, and definitely stress the importance of being an honest advisor.
Investors are looking to get higher than average returns, and in some cases, advisors might be over-promising on their ability to get those returns in the stock markets. The article mentions that some clients hope to make a 22% return each and every year in the stock market!! To get your copy of the article Click Here.
Make it a great week. Remember that your clients need your advice now, more than ever.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
Investors are looking to get higher than average returns, and in some cases, advisors might be over-promising on their ability to get those returns in the stock markets. The article mentions that some clients hope to make a 22% return each and every year in the stock market!! To get your copy of the article Click Here.
Make it a great week. Remember that your clients need your advice now, more than ever.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
1.22.2010
2010 Tax Summary Now Available!!
The Allianz 2010 Tax Summary is now available!!! Keep up to date with tax standards and rules for this year by clicking Here.
January has started off strong, and we're on pace for a record year! Thank you for all your hard work and dedication to Advisors Excel. Let's talk soon on how to increase your business for 2010! Your hard work now guarantees your success this year and beyond.
Stay focused.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
January has started off strong, and we're on pace for a record year! Thank you for all your hard work and dedication to Advisors Excel. Let's talk soon on how to increase your business for 2010! Your hard work now guarantees your success this year and beyond.
Stay focused.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
1.14.2010
Retiree Annuities May Be Promoted by Obama Aides
I ran across a great positive annuity article this week in at Businessweek.com. It covers how the government is finding ways to encourage retirees to put their IRA's and 401(k)'s into safe money annuities, especially after significant market losses.
The article also mentioned how only 2% of IRA's and 401(k)'s are transferred into an anniuity. Think about the potential there to grow your business in 2010! For a copy of the article, please click Here.
Thank you for the tremendous start to 2010.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
The article also mentioned how only 2% of IRA's and 401(k)'s are transferred into an anniuity. Think about the potential there to grow your business in 2010! For a copy of the article, please click Here.
Thank you for the tremendous start to 2010.
MJN
Empowering the Country’s Best Advisors to Become Better.
Click Here for More on "The Advisor's Advisor"
825 S. Kansas Avenue, Suite 510 ::: Topeka, KS ::: 66612
866.363.9595 ::: matt.neuman@advisorsexcel.com
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