| Sponsored message from T. ROWE PRICE |
| Overcome Risk Aversion to Optimize Millennial Investment Behavior |
| What is driving Millennials’ investing behavior and how can you adapt to meet their needs? With their investment experience as a backdrop, it’s not surprising that Millennials have substantially different attitudes toward saving and investing than the Baby Boomer generation.
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| PANC 2015: Surveying Your Clients |
| The information that advisers can glean from client surveys can boost profits very substantially, suggested Tim Seifert, vice president and national sales manager at Lincoln Financial Group, speaking at the 2015 PLANADVISER National Conference in Orlando, Florida.
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| PANC 2015: How to Ask for Referrals |
| Relationships, conviction and the right approach (and perhaps a round of golf) are all keys to getting that referral.
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| The Benefits of Mentoring Advisers |
| Based on LIMRA’s “Paving the Way with Mentoring” study, it was determined that three in four advisers have participated in a mentoring relationship, and for the most part the elder advisers were colleagues in the same firm. These advisers almost universally cite strong, two-way benefits from mentorship.
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| FPA, AARP Study Detects Social Security Knowledge Gap |
| Research released by FPA and AARP indicates that close to 100% of Americans could lack critical information about how to get the most from their Social Security benefits.
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