WHITE PAPERS
Contact us for more information on any of the resources shown below (click on the paper’s title to access the file). We look forward to being YOUR Business Growth Expert!

NEW! Talking to Clients About Overspending in Retirement
Advisors who engage in retirement income distribution planning do so to help clients spread their nest egg across their retirement years. Client overspending can threaten those plans, with significant consequences for the client and the advisor.

Marketing Yourself as an Income Distribution Specialist
This paper provides specific, in-depth marketing strategies and messages for attracting prospects who need help turning their retirement nest egg into retirement income.

Buyer Prepare: Marketing Yourself as a Practice Buyer
Advisors seeking to grow their practice by acquiring other practices, whole or in part, must position themselves as the "buyer of choice" well in advance of the seller placing his or her practice on the market.

Capturing the Income Distribution Opportunity
A historical analysis of distribution philosophies and a solution for today. This paper received the Spring 2011 Thought Leadership Award from the Retirement Income Industry Association (RIIA).

Managing Your Practice in a Shrinking Economy
Providing you with fundamental strategies for success during tough economic times.

Building a Million Dollar Practice
For independent advisors wanting to take their business to the next level, there is no better strategy than studying advisors who have already reached that pinnacle of success.

ARTICLES OF INTEREST
Securities America is in the news! Click on this Media Articles link for more information!