ING Advisors Network offers top marketing ideas.ING Advisors Network has compiled what it believes are the best growth initiatives for advisers to pursue this year. The top 10 list includes support and training for executing the initiatives. The top 10 ideas are exploring intergenerational in·ter·gen·er·a·tion·al adj. Being or occurring between generations: "These social-insurance programs are intergenerational and all family work, addressing client desire for separate account management, applying tax law changes to a producer's niche, building marketing teams, and understanding the affluent. Also on the list are diversifying client communication, refreshing IRA rollover IRA rollover Reinvestment of a lump-sum distribution from an IRA when physical receipt of funds has been taken by the investor. The lump-sum distribution must be deposited in an IRA rollover account within 60 days of receipt to escape taxation. kits, growing by acquisition, partnering with certified public accountants Certified Public Accountant (CPA) An accountant who has met certain standards, including experience, age, and licensing, and passed exams in a particular state. and attorneys, and evolving one's practice to meet needs of baby boomers See generation X. . |
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