Monday, July 14, 2014

Fw: Social Media: Target Efforts for Maximum Benefit

Sent from my Verizon Wireless BlackBerry

From: Financial Planning <financial-planning@email.financial-planning.com>
Date: Mon, 14 Jul 2014 12:11:20 -0400 (EDT)
To: <mainandwall@gmail.com>
Subject: Social Media: Target Efforts for Maximum Benefit

 
 
 
Financial Planning
 
 
Home  |  Subscribe
 
 
 
Daily
 
 
Jul 14, 2014
 
 
 
Top Stories
 
Social Media: Target Efforts for Maximum Benefit
 
Social Media: Target Efforts for Maximum Benefit
by BRUCE W. FRASER
 
You want to be where your clients are. Social media provides an excellent path to make connections to existing clients and prospect for new ones.
READ MORE »
 
 
Comprehensive Planning: Time to Add Staff?
by ANDREW COEN
 
Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.
READ MORE »
 
 
Contain
 
Why Direct Mail Still Works for Advisors
 
Why Direct Mail Still Works for Advisors
by BRUCE W. FRASER
 
With the virtual onslaught of email and spam, people enjoy an old-fashioned letter in their mailbox, making it a great way for advisors to stay top-of-mind.
READ MORE »
 
 
Retirement Is More Expensive Than You Think: Monday's Retirement Scan
 
Are you paying too much for long-term care?; Retirement savings makes you healthy and wealthy; Talk to your spouse and stop blaming each other
READ MORE »
 
Advisor Opportunities in Aging Population?
by KENNETH CORBIN
 
Wealth management is poised to benefit significantly from an aging global population and a substantial wealth transfer, a new study from Merrill Lynch shows. But some evidence suggests the industry is unprepared.
READ MORE »
 
Does Your Client Need a Revocable Trust?
by TRACY CRAIG
 
These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.
READ MORE »
 
 
 
 
Contain
 
White Papers
 
Glide Path Within a Glide Path
 
American Funds believes that a target date series should feature not only a gradual reduction in equities over time, but also a gradual shift in the nature of that equity exposure.
READ MORE »
 
Emerging Markets: Investing in Developing Economies Can Pay Dividends
 
Take an in-depth look at why the case for emerging markets remains strong.
READ MORE »
 
MORE IN WHITE PAPERS »
 
 
 
Contain
 
Web Seminars
 
HNW Withdrawal Strategies
 
Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account.
READ MORE »
 
Behavioral Finance: New Applications
 
This one-hour webinar will focus on what to do about this problem.
READ MORE »
 
MORE IN WEB SEMINARS »
 
 
 
 
FOLLOW US: Twitter @finplan Facebook Facebook
 
 
 
For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.
 
You are currently subscribed to Daily as: mainandwall@gmail.com.
You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy.
Unsubscribe from this mailing list
Manage your profile
 
 
Source Media
SourceMedia
One State Street Plaza, 27th Floor New York, NY 10004
Phone: (800) 221-1809
 
 
 

No comments: