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Archive for the ‘Internet Marketing’ Category

Leads for financial advisors

You need a social media game plan.  Do you have one?     Updating…

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Leads Generation for Advisors

Lead generation for advisors | Clients for advisors. There are quite literally hundreds of methods a financial advisor can use to attract affluent and high net worth clients — we’ve tested them all for our top-tier advisors, CPA’s and estate planning attorneys. For a financial advisory practice

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Email 38 – What Will Your Legacy Be?

Dear «firstname», What will your LEGACY be? When you’re gone, what will you leave behind? What will your legacy be? I don’t mean money, or your “estate” … what about your values? What cherished memories, family stories, life lessons, or words of wisdom will you leave behind?

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Email 37 – Contributing to Your IRA

Dear «firstname», Just a quick e-mail to share some very important news: if you have a Roth IRA or Traditional IRA, you can contribute up to $5,000 to it during 2011. That’s up from a $4,000 limit for 2007. (If you will be 50 or older at

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Email 36 – Do You Know the Name of the Investment Advisor Assigned to Your Investment?

Dear «firstname», Do you know the name of the investment advisor assigned to your [investment]? When was the last time you got a call or e-mail from that financial advisor? Has your [investment] been assigned to someone you’ve never even heard of – a total stranger who

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Email 35 – Don’t Panic

Dear «firstname», It’s no secret that the stock market has been exceedingly volatile lately. You may be wondering how this volatility could affect you. Should you sell? Buy? Worry? Wait? The best advice I can give you right now is this … don’t panic. Hasty, speculative decisions

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Email 34 – Financially Independent… Now What?

Dear «firstname», You’re financially independent and you know it. Now what? If you’ve made wise decisions with your money, set aside plenty and feel like you’re ready to retire … you’re one step ahead of many Americans. If you’ve planned your estate (arranged how your money and

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Email 33 – Ways to Save for the Future

  Dear «firstname», Are you saving for the future? People often come to me asking for financial advice. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure HOW to save. If you’ve been meaning

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Email 32 – Worry about Money?

Dear «firstname», If you never worry about money, please delete this email. If you’re still reading, then this email is for you. It means that you (like me) are probably among the majority of people who aren’t independently wealthy and don’t have the luxury of never needing

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Email 31 – Top Ten Reasons NOT to Plan for Retirement

Dear «firstname», The top ten reasons NOT to plan for retirement … You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. My list is different, and probably not what you’d expect to receive from a

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