Richard Emmons

Author Archives: Richard Emmons

Should Your iTunes Library Go In a Trust?

Ever wondered who will inherit your digital library? Unless the laws are changed, your MP3s and e-books may go to the grave with you. Today MarketWatch reported on this growing problem and offered a couple of solutions. Many of us will accumulate vast libraries of digital books and music over the course of our lifetimes. […]

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Don’t Let a Heart Attack Stop Your Seminar!

Audience interaction keeps your living trust seminars interesting and lively. You never want to be the only one doing ali the talking. Yet this story pushes things to an extreme when a man had a heart attack during a lecture on heart disease.

Yet this story pushes things to an extreme.

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Should You Tell Jokes at Marketing Seminars?

financial advisor marketing

Should financial advisors tell jokes during your marketing seminars? This can be a risky venture. You want to be LIKED and TRUSTED by your seminar attendees so they will take the leap and schedule a first meeting. If your jokes aren’t funny you risk being liked. If your jokes are deemed offensive, you definitely won’t be liked.

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Endless Deficit Spending and Advisor Marketing to Seniors

You might see the near record federal deficits as a good news-bad news story for financial advisors. The good news is might skinny with this story. Maybe it will lead seniors to take a second look at their government pensions. Maybe they’ll choose to save more money for retirement. Perhaps they’ll decide to seek out an advisor with some sound ideas on how to live off their retirement accounts.

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Why Multi-tasking Destroys Productivity

Dave Crenshaw wrote a book you need to read entitled, The Myth of Multitasking: How ‘Doing It All’ Gets Nothing Done. His book makes the point that our brains can really only do one thing at a time. What we really do is “switch-tasking” where we switch back and forth between two or more activities. He says this tires the brain thus lowering our overall productivity.

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Estate Tax Confusion Keeps Advisors Busy & Wealthy Gifting

Summer approaches and Congress has yet to pass any estate tax legislation. Will they extend 2009 45% tax rate and $3.5 million exemption? Will they try to make it retroactive? Can they pass legislation after the Summer recess when the November election approaches? Or wait for the lame duck Congress to pass something after the election?

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