We’ve all seen the ads. The author, Ken Fishers, has done a terrific job of instilling fear and uncertainty into the minds of retirees and pre-retirees. And while his motives are more suspect with his investments in annuity companies, the question remains: Has he done them any favors?
Is customer service and our level of engagement with the client important to the success of a practice? On a recent vacation, a trip to Walt Disney World Resort, I learned first-hand …
Updated on February April 10, 2024, at 2:12 PM The statistics on marketing to women clients and wealth in our country provide a compelling reason for incorporating women-specific marketing and services into …