It’s no secret that financial advisors, financial planners, stockbrokers, and life insurance agents are having a hard time maintaining their clientele. Many clients have fled the financial markets for the safety of bank accounts and treasury bills. There are approaches that advisors can use in this market and these are discussed at on of the blogs maintained by ProspectMatch. Additionally, ProspectMatch provides free tools to download at their download blog. New tools are added each month. Current tools and downloads available to financial advisors:
Four ways to eliminate capital gains taxes—a great piece to share with clients right in the middle of tax season
The benefit of offering FDIC insured CDs to retain clients now
How to get more involved with individual fixed income securities to serve an aging clientele
A special security tax reduction calculator that shows annuity sellers how in most cases, an annuity will save the retired owners taxes on social security income
Ebook on Marketing to Seniors
If you register at the blog, you will be notified as tools are added. Soon to be added is “How to Find and Hire the Best Assistant.”
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