Senior Market Advisor Extra | Volume 5; Issue 25
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Senior Market Advisor Extra
Editor's Blog Top Tips Best Practices StatPak Subscribe Join us on:
Daniel Williams

Editor's Blog | June 21, 2011
The survey says ... Seniors speak out, really

Our annual senior survey will be out in another couple weeks. Looking over the early returns has revealed some pretty interesting thoughts that are on seniors' minds.

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Top Tips
4 tips to manage your mind, time, client boundaries and travel

Here are four pieces of advice I gave to one of my clients on how to manage his mind, his time, client boundaries and appointment travel.

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Best Practices
All products net good and bad press, but why?

Clients often receive negative information about a given product. Help your clients remember: The motives of anyone bashing a particular financial vehicle are suspicious by definition.

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Most Popular

StatPak
  • $3 trillion — Amount Americans caregiving for their parents stand to miss out in wages, pension income and Social Security benefits.
  • $324,044 — Amount women lose on average caring for their parents.
  • $283,716 — Amount men lose on average caring for their parents.

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