The document discusses strategies for advisors to work with business owners. It recommends that advisors target companies with 25-400 employees and reach out through cold calls, referrals, and existing clients. The goal is to build relationships that can lead to handling the company's 401(k) needs. Once the 401(k) needs are met, the advisor tries to expand the relationship by handling the business owner's personal wealth management needs. This establishes a holistic financial plan. The document emphasizes building trust with business owners by delivering value-added service for their 401(k) plans. It also recommends developing strong relationships with third-party administrators to receive referrals.
Chuck Bigbie • Geneos Wealth Management
- Investor confusion about passive investing: three common misconceptions about passive investing by Jerry Wagner
- Second quarter earnings in focus
- Simple is better for client reviews (Kimble Johnson, LPL Financial)
Las ventas directas de Sofás Estrella fueron mayores que las de So Sofás S.L. y Sofason S.A. en noviembre y diciembre, mientras que las reservas de Sofason S.A. fueron más altas que las de las otras empresas en enero y febrero.
1. A local scientist conducted research on obesity in Papua New Guinea and found that it is contributing to increased rates of lifestyle diseases like diabetes which are claiming many lives in the country.
2. The research identified factors influencing obesity like lack of physical activity, unhealthy diets, and a cultural belief that overweight people should be respected.
3. The researcher argues this cultural mindset needs to change and that the government needs to do more to educate people on the dangers of obesity through increased health awareness programs.
Joe Wirbick • J.W. Cole Financial, Inc.
- Diversification and the active manager by Linda Ferentchak
- Germany 2-year bond yield falls to negative territory
- Balancing active and passive investment strategies (Gary Ziegler, Transamerica Financial Advisors, Inc.)