Senior Market Advisor Extra | Volume 5; Issue 18
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Senior Market Advisor Extra

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Daniel Williams

Editor's Blog | May 3, 2011
Success story: The hunt for Osama Bin Laden

When President Barrack Obama stood outside the Oval Office on the evening of May 1, 2011, to announce the death of Osama bin Laden, nearly a decade had elapsed since the events of Sept. 11, 2001.

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Top Tips
Client surveys: Increase loyalty, get feedback

No one would argue that strong client relationships are the key to your success as an advisor. But how can you know if your clients are satisfied and happy? How can you gain feedback from them about your services?

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Best Practices
Legacy planning: A gift of love

May means Mother's Day, and in our family, it also marks the birthdays of both my mother and me. This week, I received a birthday present from my mom, made extra special because she passed away 10 years ago.

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Most Popular

StatPak
  • 70% — Percentage of mothers who say they would choose to live with their daughters over their sons for in-home care.
  • 68% — Percentage of mothers who say their daughters will take better care of them as they age than their sons would.
  • 65% — Percentage of mothers who believe their daughters would more likely want them to live with them than their sons would.

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