Thursday, November 6, 2008

Shaping the News - Great Example of Advisor Leading the Way through Positive PR

Thank goodness the elections are over and we are now able to refocus as a nation on other important matters.

Case in point: Open Enrollment Season.

The average person spends more time planning Thanksgiving dinner than studying their employee benefits package. Many employees spend less than 10 minutes flipping through the glossy benefits brochures before pushing them aside.

Andy Smith, Senior Partner with Cornerstone Financial Partners, Inc., believes that workers may be leaving money on the table and putting their future at risk.

While the mainstream media may be focused on the Wall Street Melt Down and stock market gyrations, Andy Smith and Cornerstone stand out as a "Best Practice Firm."

They are shaping the news and, through a series of positive PR moves, hope to help people understand their options and make better decisions.

Tick tock. Watch the clock!

Read Andy's advice now.It's Open Season on Employee Benefits: Financial Professional Recommends Five Questions Every Employee Should Ask During Open Enrollment

Tuesday, November 4, 2008

Helping Your Clients Mitigate Their Money Fears

On October 22, 2008, just as I myself was beginning to feel some trepidation and fear about the fate of my own personal financial situation (and I thought I was immune to this type of worry!), I was blessed to speak with Deborah Price, founder of The Money Coaching Institute.

Deborah and I spoke at length about the two types of fear and what advisors can be doing to not only help their clients through these difficult "bad news" days but to also mitigate their own personal fears.

Listen to 17 minutes of pure insight from Deborah Price, on Helping Your Clients Mitigate Their Money Fears. Then put her suggestions into practice. You'll be glad you did!

Read the article on Morningstar Advisor:

Dealing with Fear in Uncertain Times

Learn about Deborah's book: