Advisor Sales Strategies

With Democrats in Massachusetts pulling a Wisconsin on their public unions, headlines screaming widening funding gaps in pensions of all sort and even Washington politicians coming ever so closer to touching the dreaded third rail.

Over the years, FreeERISA has tried a lot of things to make lead generation more effective, like plan type searches and the Whack-a-Health-Plan Flash game. Despite our best efforts, few things remain as popular as the ability to pull up benefit and retirement plans by ZIP code.

Though we talk up work force empowerment , women remain still stuck in the 1950s when it comes to retirement planning.

Though older generations face a savings crisis, research from Scottrade shows Gen Y is not retirement-minded.

Women’s confidence in their ability to plan for retirement has reached a three-year high, with 69 percent of women rating their confidence level as good or very good. In addition, for the first time in three years, women’s confidence is on par with men’s (71 percent of men rate their...

When you sell your product, how engaged is your client? If, “consumers consume,” how do you get them to buy from you, and become a repeat customer?