By Dan Tatulli February 11, 2014 Highlights from the 2014 LifePro Summit Sales & Marketing Wow! If you were not in attendance at last week's LifePro Summit on February 4th, then you missed out on one spectacular, jam-packed day. Read this post
By Dan Tatulli February 1, 2014 President Creates a New Retirement Savings Account Investments At the annual State of the Union address on Tuesday night, President Obama discussed plans for a new workplace retirement savings account called myRA (rhymes with IRA). Shortly after, the President authorized myRA by executive order. Read this post
By Dan Tatulli January 23, 2014 Who is Anthony Morris and Why Should You Care? Investments Can the investment of less than one day change the way you do business and the results you get in your career forever? Yes! I first had the pleasure of hearing Anthony speak at MDRT’s Top of the Table a few years ago. Read this post
By Dan Tatulli January 10, 2014 Who is Andy Friedman and Why Should You Care? Life Insurance Are taxes going up? How will changes in the tax laws impact retirement and wealth transfer planning and products? Are regulations going to be increasingly restrictive for advisors? Read this post
By Dan Tatulli January 3, 2014 2014 Marketing Plan for a Financial Advisor Sales & Marketing What a 2013 you had. Coming off of such a successful year, you’re probably thinking to yourself, “How do I capitalize on that success and make 2014 even better?” If you want to have the most satisfying and lucrative year yet in your practice, you must have an effective marketing plan. Read this post
By Dan Tatulli December 5, 2013 How to Build a Successful Financial Advisor Practice Sales & Marketing Ever wonder what some of the top financial advisors from around the country are doing? How they're doing it? And why they're doing it? Below is a list of the seven keys to building a successful financial advisor practice. Read this post