July 2017 - Creative Edge

Why I Moved to Client One and Why You Should Too For the past few decades, I’ve been working for privately owned broker dealers in the Kansas City area. What I loved best about the brokerage, was the family-feel. I wasn’t certain I could find another relationship-driven broker-dealer when the brokerage merged with a corporate-driven… Read More

Capitalize on your knowledge and expertise in your own local market with Instant Authority. Our program not only guarantees your appearance on your local news station or in a major publication, but positions you as an expert, helps you gain credibility and trust and builds brand awareness in your community. Let’s face it—publicity matters. Publicity… Read More

The outsourced investment management approach began ever so slowly, but as the industry responded to the challenges and regulations of recent years, advisory firms embracing turnkey asset management platforms (TAMPs) has reached critical mass. How many are embracing TAMPs? Around $3 trillion is running on TAMPs, pushing out traditional in-house portfolio construction assets under management… Read More

As a former producer, earning CE credits is a necessary chore for our profession. How many times have you sat in a class and thought … how is this relevant to my practice? How will this help me grow my business? Your time is limited. What if you could attend CE classes that also delivers ideas… Read More

Writing a book makes you an authority. Not everyone can write a book. Not even most people can. But, if you take the time, it might not be as painful as you think, and the rewards could be substantial. We each come to success by our own paths, and a path is a journey, and… Read More

On Twitter, companies can work on building their brand and creating a new image for their company. They can handle public relations nightmares or build current promotions. Through Twitter, companies can drive traffic to their website or blog. At the same time, businesses can engage directly with their customers, find new clients and take part… Read More

Barron’s, one of America’s top financial newspapers and magazines, recently published its seventh-annual review of the most competitive annuity products in the marketplace focusing on providing guaranteed income for life. It highlights the 50 most competitive products available today, comparing and contrasting the primary income annuity alternatives including variable annuities, deferred income annuities, immediate income… Read More