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Category Archives: Financial services sales ideas
Calculator for Inflation
What is a dollar in 1963 worth in 2011 dollars? $7.21. So, Don Draper in MadMen, earned the equivalent of $3,500,000 in 2011 dollars with the sale of his share of the advertising agency. Put an Inflation Calculator on your … Continue reading
Learnvest raises $12MM with female financial services education
Wow – Techcrunch is reporting that Learnvest raised $12MM by providing a financial services site dedicated to educating women. Offer educational materials, financial bootcamps and Suze Ormon Mint type feel. The article says there was a big hole for online … Continue reading
Free riding – financial services
Reading Gigaom by Matthew Ingram which also provides the new FCC report “The Information Needs of Communities: The Changing Media Landscape in a BroadBand Age.” Journalism is a positive externality b/c people receive and benefit without paying. People say that … Continue reading
Wow – cognitive aging causes worsening financial decisions after 53 – what about the macro?
Salon article by Andrew Leonard really brings up an interesting issue. If we make poorer financial decisions beyond age 53, what happens when much of the countries wealth is controlled by that same group of people? Humorous thought “But anyone … Continue reading
Telephone voice – slow down, don’t overflect and pause!
Interesting research paper from the American Association for Public Opinion Research as reported in Time Magazine finds that persuasion rates are higher with voices that: 1) Aren’t too fast or too slow – 3.5 words per second; 2) For men, … Continue reading
Fully capitalize on next 2 years
The new estate tax legislation provide a solid base for a financial services professional to build an entire business upon. Business owners can transfer family businesses over the next 2 years. Families can transfer investable assets as well. Grandparents and … Continue reading
