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Posts Tagged ‘financial advisors’

Startups Weekly: US companies raised $30B in Q1 2019

In this week's startups newsletter: What's the deal with A16z? Why is Lyft's stock sinking? And what's ahead for the e-scooter industry? ...

Motif and Goldman Sachs launch new, co-branded indexes for better performing ETFs

Motif, the startup using machine learning to develop investment strategies for consumers and institutional investors, and Goldman Sachs, one of the world’s leading investment banks, have launched new technology-driven indices to power a series of co-branded exchange traded funds. “All these [current] indices are built with humans doing research to go in and figure out ...

SEC slaps startups Wealthfront and Hedgeable with fines for making false disclosures

The Securities and Exchange Commission appears to be keeping a close eye on financial services startups, with today’s news that the agency has settled cases with two robo-advisory companies over allegations that they misled investors. Wealthfront Advisers, one of the darlings of the fintech investment sector with $11 billion under management and roughly $200 million ...

Continuity Plans for the Independent Financial Advisor

06.28.2011 · Posted in Finance Articles

The solo advisor business model can offer many benefits such as the flexibility to develop your firm as you see fit, decision making without having to seek the approval from partners, and the freedom to spend your day as you choose. There are disadvantages, of which the greatest has to be the lack of a ...

How To Get Off To A FAST START In 2009

04.03.2009 · Posted in Insurance Articles

The coming year promises to be very exciting and very rewarding for those agents, advisors and planners who understand what people are really looking for, need and want. Today, people need and want your help more than ever! Will you be the person your prospects, clients, friends rnand family can turn to and rely upon ...

The Secrets To Having More Prospects Than You Can Possibly See… Starting Tomorrow!

04.02.2009 · Posted in Insurance Articles

Are you concerned about all of the recent problems, bad news and bad publicity; AIG Struggling, Large Banks Failing, the Stock Market Falling, Higher Gas Prices, Increased Mortgage Foreclosures and the proposed '$700 Billion Bailout?' The experts are predicting that many large and small businesses are going to fail, as banks are forced tighten up ...

How To Sell Life Insurance… In Spite Of Our Struggling Economy!

04.02.2009 · Posted in Insurance Articles

Everyday we get hundreds of people visiting our Web site and calling us. Most of them are searching for sales tips on ...

How to Survive and Prosper…During This Worsening Economy!

04.01.2009 · Posted in Insurance Articles

America ...

Even With All The Bad Publicity Top Advisors Are Still Collecting A Million Dollars Of Annuity Premiums Monthly

03.27.2009 · Posted in Insurance Articles

With all the controversy and bad publicity about indexed annuities, surrender charges and unethical sales practices are you having trouble attracting qualified annuity prospects to you? Are you having trouble setting appointments and closing sales with retirees? Would you like to know how the top annuity producers are easily overcoming these problems? ...

03.26.2009 · Posted in Insurance Articles

With all of the bad news people are seeing today, are you getting fewer and fewer responses (leads) from your current sales letters? Has the response rate dropped from your Ads in the newspaper? Has the attendance to your dinner seminars gone down dramatically? Are you getting fewer referrals from your current clients? ...