Wall Street Journal says 81% of investors with $1 million or more in investible assets plan to move money away from their current advisor. On top of the assets that are moving from their broker, there has been a dramatic increase in lawsuit cases against brokers and brokerage firms. The number of arbitration filings in 2009 so far is up 55% from 2008 and up a staggering 139% from 2007!
I have articles sourcing the above numbers, contact me for a copy.
Pre-retiree baby boomers are not only looking to place their money with someone else, but are also considering to delay retirement to ensure they do not outlive their nest egg that has dwindled due to the recent volatility of the market. You can discuss your clients retirement options by offering an analysis of their assets using the new Retirement Analyzer software to review if and when they can retire.
For a sample report of the retirement analyzer data and information on how to obtain a copy of the software for free, simply contact me. Powerful sales generating software used make the 4th quarter of 2009 your best of the year…let’s talk soon.
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