by Chris Price on March 6, 2012
Guest post by Marc Montini, Shurwest’s Chief Marketing Officer
Are you discouraged to see your competition growing their practice with the help of technology? 
A successful advisor once told me, “My business is doing very well, but I see what other guys are doing and I feel like I’m falling behind.”
He felt helpless because he knew there were certain things he wanted to do, but he didn’t know where to start. He wanted a website. He wanted to get into social media. And he wanted to update his workshop handouts. But he had a lot of questions.
Where would he go?
How much will it cost?
Would they understand him and his clients?
The good news is that Shurwest has a solution and it was right under his nose. Do you realize, as a Shurwest advisor, you have your own advertising and PR firm right at your fingertips?
Shurwest has a complete marketing staff available to help you do all the things your competition may or may not be doing.
Using our services, you can get the website you’ve always wanted. We can design new print materials for your workshops. We can assist you with social media. And, best of all, we can get you into video marketing.
Soon, you’ll be the envy of your competition. And most of these services are available to our writing advisors at no charge. This is our way of partnering with you to help you achieve a new level of success.
Shurwest has already helped many advisors just like you. See some of our work here: www.shurwestmarketing.com. The next step is yours. Simply call me. We look forward to helping you grow your business.
by Chris Price on September 21, 2011
I came across this fascinating post that takes the Federal Budget and puts it in terms of a household budget…using numbers we can actually comprehend. It’s written by David S. Thomas Jr., Chief Executive Officer of Equitas Capital Advisors LLC. Follow the link at the end of the excerpt to read the whole post.
This could help you when talking with your clients about how, in light of current economic conditions, fixed index annuities may be the right solution to their retirement planning needs.
The U.S. Congress sets a federal budget every year in the trillions of dollars. Few people know how much money that is so we created a breakdown of federal spending in simple terms. Let’s put the 2011 federal budget into perspective:
U.S. income: $2,170,000,000,000
Federal budget: $3,820,000,000,000
New debt: $ 1,650,000,000,000
National debt: $14,271,000,000,000
Recent budget cut: $ 38,500,000,000 (about 1 percent of the budget)
It helps to think about these numbers in terms that we can relate to. Let’s remove eight zeros from these numbers and pretend this is the household budget for the fictitious Jones family.
Total annual income for the Jones family: $21,700
Amount of money the Jones family spent: $38,200
Amount of new debt added to the credit card: $16,500
Outstanding balance on the credit card: $142,710
Amount cut from the budget: $385
So in effect last month Congress, or in this example the Jones family, sat down at the kitchen table and agreed to cut $385 from its annual budget. What family would cut $385 of spending in order to solve $16,500 in deficit spending?
It is a start, although hardly a solution. Read more…
