September 18, 2014

Who has half a bucket list?

by Bill Finnegan, Senior Managing Director, Global Retail Marketing

When most people hear the words bucket list, they undoubtedly think of all the things they want to see or do before the reading of their will. The items on a bucket list remind us of what’s really important. For me an important item on the list was running a marathon. Knowing that a full marathon would quickly lead to an early reading of my will, I settled for a half marathon. I guess you'd call that half a bucket list item. Yes, I settled for half.

September 12, 2014

Fall nuptials

by Vicky Schroebel, Director of Business Development

Did you know that October is one of the most popular months for couples to tie the knot?

Marriage presents an ideal opportunity to build your business as a family advisor. You likely have at least one valued client whose child or grandchild will marry this year. Marriage is a powerful opportunity to nurture your brand as a family advisor.

September 03, 2014

Prepare now for RMD consulting season

by Vicky Schroebel, Director of Business Development

I love seasonal prospecting ideas, as these ideas work year after year. This is actually my favorite time of year, with scores of contact, consulting and consolidation opportunities.

For example, the fourth quarter is what I call "RMD consulting season," as required minimum distributions have to be taken before year-end.

Prepare your contact plan now to leverage this season.

August 28, 2014

Summer rewind

Summer unofficially runs from Memorial Day to Labor Day. So, as we wind down August and turn our attention to the fall, here's a list of the blog posts you may have missed between rides to camp, trips to the beach and afternoons on the golf course since late May.




August 20, 2014

May the sequence be with you

by Ryan Mullen, Senior Managing Director, National Sales

Ever catch up on a film or TV series? You probably watch chronologically. Of course, you can be tempted to skip around and watch out of order, especially if you have heard one of the episodes was just so tantalizing that any delay would put you out of the loop with friends and family. You're willing to trade coherent plot flow for one great episode.