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Posts tagged ‘Financial Professional’

Defined Contribution Plans – Different, but Full of Opportunity



“If you do not save for retirement, no one is going to do it for you” – This is what I tell 401(k) plan participants when I present at employee educational meetings. We are in an era when most employees are responsible for saving for their own retirement, and many are not saving enough. Many…

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4 Ways to Use LinkedIn Connections to Gain New Business (Case Study)



If there’s one thing that most advisors, small business owners and sales professionals have in common, it’s their constant thirst for new business. In fact, “attracting new clients via social media” is the most common response when I ask these audiences to tell me what they’re hoping to…

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