 Welcome to the Spring Edition of eMoney’s AdvisorAdvocate. We hope to bring you news and information on how you can attract quality clients, have more satisfying and successful client relationships and improve your overall business.
While we are only half way through 2006, and believe me I am not wishing it away, many in our industry are already thinking about 2007. In 2007, of course, the first Baby Boomers turn 60. While 40% of these Baby Boomers say they do not have a financial plan, the over 50s hold over 77% of all financial assets in the U.S. Helping clients plan for the Best and Most Expensive time of their lives is what we all aim to do. This Fall eMoney will be launching the Retirement module of the AdvisorPlatform™.
This module will enable you to:
- Demonstrate side-by-side comparisons
- Build on goal-based planning
- Focus on guaranteed income
- Optimize retirement spending
- Mitigate future market and investment risks
In September we plan to host a Retirement Summit with key industry leaders. Like the SEC Summit, we plan to bring together experts in law, education and industry for an interactive session on the issues that matter to you most in the Retirement arena. If you would like to register your interest in this Free seminar email us at emamarketing@emoneyadvisor.com.
We hope you find these articles interesting and informative. And as always, we appreciate your feedback.
Enjoy,
Edmond Walters
CEO/President, eMoney Advisor |
