ProspectMatch Provides Resources for Financial Advisors to Combat Recession

Resources for Financial Advisors to gain clients in a difficult economy
By: ProspectMatch
 
March 5, 2009 - PRLog -- 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.”

http://www.javelin-marketing-downloads.com

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ProspectMatch specializes in rapid business growth marketing systems for financial advisors, financial planners, life insurance agents and investment advisors.
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Source:ProspectMatch
Email:***@prospectmatch.com Email Verified
Zip:94520
Tags:Finacial Services, Financial Services Marketing, Client Retention, Financial Advisor Marketing
Industry:Financial services
Location:Walnut Creek - California - United States
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Page Updated Last on: Jul 21, 2010
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