WELCOME TO VESTMENT ADVISORS

Monday, August 9, 2010
How to build your business in a down market, Pt. 1
I am probably the only person in the country who is perversely happy the market has tanked. The reason? This is a fantastic time to be gathering new clients, keeping them happy and then reaping the rewards as the market climbs.

Tuesday, July 20, 2010
Why you need a coach
This article describes the author's recent experience with a coach, and explains how the process can help your practice.

Monday, July 12, 2010
Why boomers need variable annuities
What happens if the "boom" in "boomer" is the sound of their retirement portfolios running out of money long before they've run out their youthful life force? If unprepared baby boomer clients face the prospect of running out of money in retiremen...

Thursday, July 8, 2010
Why this attorney likes VAs
There is a great product that could help provide investors with a guaranteed income in retirement and allow them to have equities in their portfolio. This product gives retirees a steady stream of income they can never outlive. The problem is, man...

Monday, May 24, 2010
The 30-second no-cost sales secret
Jumpstart your business by being a positive force for everyone you know. In turn, when others begin to follow your lead, you'll find that prospects are open-minded and receptive to working with you.

Thursday, May 13, 2010
Ten things you need to know about thank you notes
I have had numerous financial consultants write to tell me that they had landed huge cases, sometimes in the multi-millions, because they sent a personalized thank you note. If you are new to handwritten notes, or just need a quick refresher to ma...

Wednesday, March 24, 2010
Six ways to help fearful clients
Clients are scared. Fearful clients can't make the decision to move. They are the proverbial deer in the headlights. This article offers some tips for dealing with clients who are operating solely out of fear.

Wednesday, March 17, 2010
2009 arbitrations are up -- way up
No surprise. When the market is down, lawsuits and arbitrations against brokers go up. In a really bad market like we had last year, they go way up.

Monday, February 22, 2010
When is client service great enough to ask for referrals?
This article provides a primer on referrals, answering many of the most common questions about this often-touchy topic.

Friday, November 13, 2009
How to meet 900 good prospects a year and have fun doing it
How many advisors do you know who have thrown their clients a birthday party? That's right -- none. So when you do it, your clients and their friends are going to love you.