Posts By: Cindy Beuoy

Seven Ideas for Networking

“Patience, persistence and perspiration make an unbeatable combination for success.” – Napoleon Hill Networking is an integral part of many financial advisors plans for growing their businesses.  In fact, when I ask advisors to indicate their primary sources for acquiring new clients, invariably networking or some form of social prospecting is high on the list. … Read more »

Focus On Retired Clients

Have you ever been out to lunch during the work week and noticed the well-dressed 75+-year-old couple having lunch?  She has on jewelry and heels and he is dressed in a 3-piece suit. You wonder why they are out to lunch all dressed up when they are obviously retired and could be anywhere? Seniors often-times… Read more »

A Great Topic For Your Monthly Client Contacts: Long Term Care Insurance

Do you remember Dorothy in the Wizard of Oz clicking her ruby slippers and chanting ‘there’s no place like home’ then waking up to find herself back in the warm embrace of Auntie Em? Sadly, most of the people in nursing care facilities (now referred to as independent living retirement communities and senior assisted living… Read more »