What's new at AffluentMarketing to the Affluent - with Wine With its association to an affluent, sophisticated lifestyle, wine can make a good accompaniment when marketing to an affluent audience. However, I am not talking here about ordering expensive wine at a client diner... (read more)
Wealthiest 10% of Americans Name Top Quality Brands for 8 Products in New Survey The seventh in a continuing series of twice-yearly surveys by The American Affluence Research Center (AARC) reveals the brands considered to have the highest quality, regardless of price, by the wealthiest 10% of Americans, the 11 million households... (read more)
Marketing-Minded Financial Planners Piggyback on Topic A to Get Free Publicity That big story the media pursue each day is what I call Topic A. And even if it doesn't seem to have anything to do with financial planning, it often lead to huge media visibility for you... (read more)
Planning Your Financial Future Millions of people give a lot of thought to financial planning but get frustrated and give up before ever making any progress... (read more)
Does Your Financial Plan Belong in a Cartoon? Beep beep! When you were a kid, didn? you love those cartoons? You know, the ones where the luckless coyote would chase the speedy little bird? Road Runner always got away, and Wile E. Coyote always got pulverived... (read more)
Senior Life Settlement-Uses and Applications In a recent article in the National Underwriter (April, 2005) a Senior Life Settlement is depicted as an ingenious financial planning option available to consumers by providing access to secondary life insurance market through life insurance valuation... (read more)
A Bad Move Direct Answers - Column for the week of April 7, 2003 My husband is a wonderful man, we are in our thirties, well-educated and fairly affluent... (read more)
Its High Time for Lifetime Savings Accounts I'm constantly reading articles on the internet and in financial magazines in which so-called financial planning experts express perplexity as to why about 30% of employees do not... (read more)
Publicity: Show a Reporter You Care by Inviting Them to Fact-Check Just like a financial planning client fears not having enough money for retirement, reporters fear getting their facts wrong in print.Inaccuracy isn't tolerated in newspapers or magazines... (read more)
The Curious History Of Wine Consumption In America The history of wine consumption in America has been frought with starts, stops, and inconsistencies. The American population has always had a love-hate relationship with alcohol... (read more)
The Dreaded Direct Question (Please have a glass of water within reach before reading this article.)Your personal financial planning is the topic of discussion here today, but not quite yet. First I would like to bring your attention to the issue of bragging... (read more)
Defining Moment Do you know your audiences? I mean really know them. I?e just been working on a project for a client to help him position his financial planning business and to determine who his key audiences are... (read more)
Financial Planners, Make Sure Reporters Comprehend Your Topic Don't assume that a reporter understands financial planning. If anything, assume the opposite until proven wrong. See if you can't develop a couple of questions for the reporter that delicately explore their subject-matter knowledge... (read more)
Tips for Financial Planning The following tips will help get you in gear to start your financial planning. Once you have made financial planning part of your routine, it won? seem so difficult. But getting your financial planning started can be the most difficult thing... (read more)
Optimizing Your Dead Links! I have been reading, with great interest, all the online advice about how to optimize a website. We have a financial planning business in Victoria, BC... (read more)
What is Life Insurance? Life Insurance is an insurance policy that provides an agreed amount of cover over an agreed term, so that should you die during the policy term, a lump sum is paid out. Life insurance is considered as the cornerstone of financial planning... (read more)
Why You Must Have More Than One Niche Sites Have you heard of diversifying your investment portofilio?No? Well, it's extremely famous in financial planning... (read more)
Financial Planner: Essential Funds Setting goals for retirement initializes the need for financial planning for most adults. However, retirement is not the only reason you need to set aside funds for the future... (read more)
Affording a Home Can you really afford a house? If so, how much house can you afford? To determine this answer will take serious financial planning, and the best time to start is at least six months before buying the home... (read more)
Why do Some People Rake in the Dough while Others Spin Their Wheels to No Avail? Here? the truth: I have read hundreds and hundreds of books about personal finances, from the conventional world of financial planning, to the trendy how-to-get-rich programs to the New Age gurus of money... (read more)
A Marketing Plan Minus Fanfare? What a Concept! If you are now or ever have been part of a large company or corporation, you are familiar with planning exercises?usiness planning, financial planning, marketing planning, all sorts of planning... (read more)
Protecting Your Expatriate Family If you and your family relocate overseas, one of your first priorities from a financial planning point of view may very well be establishing health care... (read more)
Optimizing Your Dead Links I have been reading, with great interest, all the online advice about how to optimize a website. We have a financial planning business in Victoria, BC... (read more)
Throwing Away the Throw-Away Culture From the middle of last century until today we have become the "throw away society". Buzz words like "disposable" and "one-use" have been commonplace... (read more)
The Curious History Of Wine Consumption In America The history of wine consumption in America has been frought with starts, stops, and inconsistencies. The American population has always had a love-hate relationship with alcohol... (read more)
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