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A New Window into Business Insurance Market Data

Peter Westerman | March 01, 2004

It seems like forever that financial professionals have talked about "marketing and sales" in the same breath, but in reality most professionals practice 99% sales ...

Credibility Marketing (Part One)

Peter Westerman | March 01, 2004

This article is taken from the program I delivered at the IMCA Consultants Conference on March 3, 2004. If you ever wanted to make a ...

How to Avoid the 58% Mistake

Peter Westerman | March 01, 2004

What separates outstanding financial advisors from the mediocre? In my experience, one answer is the ability to learn from past mistakes and make adjustments. For ...

The Client-Focused Practice - It's All About People

Peter Westerman | February 01, 2004

Note: During months of extensive research into what makes an advisor succeed, we're discovering several significant facts and some fundamental conclusions about - about your ...

Fund Finder Gives You a New Prospecting Edge

Peter Westerman | January 01, 2004

FreeERISA.com has introduced an economical new service, Premium ERISA, that can create a prospecting edge for any financial advisor working in the retirement plan market. ...

The Universal Strategy: How To Find Greater Opportunities

Peter Westerman | January 01, 2004

Note: As a hypnotherapist and coach, I know many Universal Laws, but only one Universal Strategy. I use it to help my clients get past ...

The Handwriting on the Wall of the Future

Peter Westerman | January 01, 2004

The mutual fund industry has problems beyond the ones regulators are investigating, and unfortunately they have included a combination of arrogance and indifference to the ...

What Should You Tell Clients About Mutual Fund Scandals?

Peter Westerman | November 01, 2003

What should you tell your clients about the unfolding mutual fund trading scandals? Should you change the way you do business? Here is my best ...

Now Is the Time to Contact Participant-Directed Plans

Peter Westerman | November 01, 2003

I received a call from a customer today saying that he hadn't received his access code, needs to use the site, and when can he ...

How FreeERISA Can Help You Provide Plan Advice

Peter Westerman | September 01, 2003

To identify plans in your market that may be candidates for fee-based advice, start with FreeERISA's 5500 data base and follow these steps: Screen for ...

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A New Window into Business Insurance Market Data

Credibility Marketing (Part One)

How to Avoid the 58% Mistake

The Client-Focused Practice - It's All About People

Fund Finder Gives You a New Prospecting Edge

The Universal Strategy: How To Find Greater Opportunities

The Handwriting on the Wall of the Future

What Should You Tell Clients About Mutual Fund Scandals?

Now Is the Time to Contact Participant-Directed Plans

How FreeERISA Can Help You Provide Plan Advice

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