RSS Latest Articles from Advisor Marketing Success

  • Will The Estate Tax Boomerang As We Go Over The Fiscal Cliff?
    Many people are wondering what will happen to the estate tax now that the election is over. Among the Bush-era tax cuts set to expire is the federal estate tax exemption of $5.12 million. This will fall back to just $1 million where it was in 2001. […]
  • Should Your iTunes Library Go In a Trust?
    Ever wondered who will inherit your digital library? Unless the laws are changed, your MP3s and e-books may go to the grave with you. Today MarketWatch reported on this growing problem and offered a couple of solutions. Many of us will accumulate vast libraries of digital books and music over the course of our lifetimes. […]
  • Zsa Zsa Gabor Never Said, “Dahling Husband, Let’s Get a Living Trust”
    A living trust would have avoided conservatorship and kept this sad tale out of the public eye. Let's hope Zsa Zsa gets a living trust set up so she can avoid a probate when she dies. This will keep her financial situation private and help her minimize estate taxes. […]
  • Seminar Marketing: Don’t Let a Heart Attack Stop Your Seminar!
    Audience interaction keeps your living trust seminars interesting and lively. You never want to be the only one doing ali the talking. Yet this story pushes things to an extreme when a man had a heart attack during a lecture on heart disease. Yet this story pushes things to an extreme. […]
  • Advisor Seminar Marketing: Should advisors tell jokes at marketing seminars?
    Should financial advisors tell jokes during your marketing seminars? This can be a risky venture. You want to be LIKED and TRUSTED by your seminar attendees so they will take the leap and schedule a first meeting. If your jokes aren't funny you risk being liked. If your jokes are deemed offensive, you definitely won't be liked. […]
  • Oval Office Carpet Copyrighting Misquote: Teddy Roosevelt
    President Obama's recent renovation of the White House included a major misquote of President Teddy Roosevelt. He may have thought it would promote his message but it ended up hurting his credibility. […]
  • Endless Deficit Spending and Advisor Marketing to Seniors
    You might see the near record federal deficits as a good news-bad news story for financial advisors. The good news is might skinny with this story. Maybe it will lead seniors to take a second look at their government pensions. Maybe they'll choose to save more money for retirement. Perhaps they'll decide to seek out an advisor with some sound ideas […]
  • Why Multi-tasking Destroys Productivity
    Dave Crenshaw wrote a book you need to read entitled, The Myth of Multitasking: How ‘Doing It All’ Gets Nothing Done. His book makes the point that our brains can really only do one thing at a time. What we really do is “switch-tasking” where we switch back and forth between two or more activities. He says this tires the brain thus lowering our overall produ […]
  • Estate Tax Confusion Keeps Advisors Busy & Wealthy Gifting
    Summer approaches and Congress has yet to pass any estate tax legislation. Will they extend 2009 45% tax rate and $3.5 million exemption? Will they try to make it retroactive? Can they pass legislation after the Summer recess when the November election approaches? Or wait for the lame duck Congress to pass something after the election? […]
  • How To Use Radio Advertising To Get Known As An Expert
    Radio advertising is a great way to get known in your community as an financial expert and promote your upcoming events. Your ad must lead with a attention grabbing headline to get the listeners’ interest. This keeps them from changing the station or just mentally tuning out. […]