401(k)

Database Creation: The First Step in Marketing

http://iimagelibrary1.advisorproducts.com/images/igallery/original/101-200/charts_graphs__1105_-105.jpg
by cepstein     November 10, 2011      0.0 (0)   Your database is one of the most valuable assets your business has. If you have up-to-date and correct data, your marketing campaigns will have a far greater success. The first step in creating this valuable resource is to find prospects to include in your database.  

Read more ...

How To Protect Yourself From Becoming A Fiduciary

http://iimagelibrary1.advisorproducts.com/images/igallery/original/601-700/financial_elements__1115_-638.jpg
by cepstein     October 24, 2011      0.0 (0)   When the Department of Labor (DOL) released Interpretive Bulletin 96-1 (IB 96-1) in 1996, they clarified the role of the fiduciary with respect to investment education. Before this bulletin advisors didn’t want to expose themselves to the risk of becoming a fiduciary.

Read more ...

Ameriprise Employees Set Off Fiduciary Mine Field By Suing Their Own 401(k) Administrator

http://iimagelibrary1.advisorproducts.com/images/igallery/original/501-600/financial_elements__1058_-583.jpg
by ScottMartin     September 30, 2011      0.0 (0) You'd be hard pressed to find a class action suit that hits as many hot-button issues as Ameriprise employees' complaint that their own firm charged them too much for proprietary funds.

Read more ...

First Meetings: Creating A Repeatable Process For Success

http://iimagelibrary1.advisorproducts.com/images/igallery/original/201-300/economic_conditions__1017_-249.jpg
by cepstein     October 14, 2011      0.0 (0)  According to recent studies, meetings are one of the top-five time wasters. Although meetings are meant to be productive and educational, oftentimes, a clear message is not delivered. For financial advisors, a successful first meeting with a plan sponsor may seem to be hit or miss.

Read more ...

How To Develop Your Marketing Strategy

http://iimagelibrary1.advisorproducts.com/images/igallery/original/1-100/charts_graphs__1078_-78.jpg
by cepstein     September 20, 2011      0.0 (0) The best marketing plan is designed with an end in mind. You should start your journey knowing where you want to be and at what time you will be there. Creating a marketing strategy provides an excellent opportunity for you to define and launch initiatives to capture a greater share of retirement plan business in your marketplace. By using

Read more ...