Posts by Jay Moore
Retirement Income Planning: Help Your Clients Navigate the 5 Biggest Retirement Roadblocks
If you provide retirement planning services, creating a financially secure retirement is likely the main goal you’re trying to help your clients achieve. As you work with clients on their retirement income planning, you should be aware of some common obstacles that prevent many people from reaching this goal. Here are 5 retirement roadblocks to…
Read MoreHow to Use Video to Market Your Financial Practice
Financial advisors today have lots of marketing options to choose from. These range from social media and content marketing to blogging, e-newsletters and digital advertising. One successful but often overlooked strategy for financial advisor marketing is video marketing. Video is highly effective across many different industries today. For example, users are two times more likely…
Read More5 Reasons to Consider Fixed Index Annuities for Your Clients’ Portfolios
As your clients near retirement and their investing timeframe shortens, they become especially vulnerable to market volatility risk. There is less time for portfolios to recover from sudden and drastic market downturns that can severely disrupt their carefully laid retirement plans, which makes preservation of principal more important. A fixed index annuity (FIA) may be…
Read MoreAvoid These Common Financial Advisor Marketing Mistakes
There’s no question that effective marketing is critical to financial advisor success. In fact, the average advisor spent $17,400 on marketing in 2022, according to a survey conducted by Broadridge, and 30% of advisors said they plan to increase their marketing budgets in the future. Unfortunately, these marketing dollars aren’t always spent effectively. Here are…
Read MoreAre you asking the right questions?
Do you have problems getting referrals? Everyone says “All you have to do is ask for them!” However, sometimes it isn’t that easy – especially if you don’t know the right questions to ask. Here is a list of questions you can choose from to ask your clients that can make the “asking” part…
Read MorePlan + Processes = Success
“For an independent agent, having a plan, specific processes and a partner to keep you accountable is priceless.” As we head into the final weeks of 2014, now is the time to be planning for next year. As we have studied top performers in our organization, in sports and business, we’ve noticed that a plan…
Read More5 Reasons Your Practice Needs to Be On Facebook
2015 New Year’s Resolution: Take online marketing by the horns and ride it to success. Sure, things are going well, but you can always use more customers, right? What is the most effective way to grow your reach? Increasingly, social media, and Facebook in particular, is becoming the answer to this question. The number of…
Read MoreWhat about my spouse?
With awareness of Social Security benefits increasing, many people are starting to say “OK, OK, I get it, the longer I wait to collect benefits, the larger they’ll be.” But if you’re married (or even if you WERE married), spousal benefits add a whole new wrinkle to the picture (and most of us Boomers don’t…
Read MoreThe REAL Full Retirement Age is 70 for only 7% to 8% of us!
Good things come to those who wait. Case in point, your Social Security benefits. Everyone has a designated Full Retirement Age (FRA) at which they will receive 100% of their Social Security benefits. For most Boomers it is age 66, while for those born in 1960 or later, it is age 67. Remember, this is…
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