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Archive for June, 2011

How Brokerage General Agencies function and the service they deliver to Indie Advisors – An interview with Steve Finkle, President, National Brokerage Associates, Inc.

Thursday, June 30th, 2011

Advisors that provide insurance advice and products to their clients know it is a critical aspect of the financial planning process; however, they also know that at times it can be quite time consuming  – especially if there is a special need or an existing condition that has to be addressed.  Brokerage General Agencies (BGAs) […]

7 Lessons from the Fourth of July

Wednesday, June 29th, 2011

Read “7 Lessons from the Fourth of July” This Horsesmouth classic is  FINRA-reviewed and available to personalize and send to your clients. It’s a great way to kick off the Summer. Click here to learn how: http://bitly.com/jXlS1v

How to write an effective biography for your financial website

Thursday, June 16th, 2011

By Loic Jeanjean A well-written bio can make all the difference! You only have one shot at making a good first impression that will stick with your customers and present yourself on websites or other publications! A winning biography will give clients and prospects information about you that helps them to determine if you are […]

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