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Retirement Income Practice Management

Retirement Income Practice Management

http://ripmblog.blogspot.com/

Research, Insights and Tools for Financial Advisers Responding to a Changing Marketplace

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  • Farming for Income

    Posted on Friday September 11th, 2009 at 15:12

    An innovative Retirement Income approach built around a metaphor from the heartland ... might just turn Kansas into a retirement mecca. ...

  • Take a Retirement Income Vacation

    Posted on Wednesday August 26th, 2009 at 08:10 in industry conference

    Looking to leave the grind for a day or two and immerse yourself in the latest thinking around Retirement Income? Over at the Retirement Income Industry Association (RIIA) discussion group on LinkedIn, RIIA Chairman and Executive Director Francois Ga...

  • The Retirement Income News

    Posted on Sunday July 19th, 2009 at 14:01 in news

    A few months back, I was considering publishing a post on sources of cutting edge information on the Retirement Income marketplace -- blogs, news sites, etc. But frankly, after a good bit of searching, I didn't really find anything all that great to ...

  • Beyond the Numbers

    Posted on Sunday June 14th, 2009 at 10:11 in client management, planning tools

    When it comes to addressing the financial risks of retirement, advisers have access to well established tools and planning methodologies – asset allocation models, budgeting programs and income planning tools. However, these approaches are generall...

  • Using Social Media To Market Your Practice

    Posted on Sunday May 17th, 2009 at 09:15 in social networks, client acquisition

    In the early days of the internet, very few financial advisers created websites to promote their businesses. Yet, as the web became more mainstream, early adopters among the financial adviser community appeared and today, most practices have some kin...

  • Who Said People Are Rational?

    Posted on Friday April 24th, 2009 at 17:55 in communication, Health Insurance, health care, client management, long term care

    Today, I was speaking to an insurance agent who sells Long Term Care policies. He mentioned that the most common objection he hears from clients is that they don't want to pay all those premiums for something that they might never need. An interestin...

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