Nathan Rheinhardt
By Staff WriterNathan Rheinhardt was recently appointed vice president of advisory services at INVEST Financial Corporation. He is responsible for helping INVEST's independent advisor partners transition to offering fee-based investment advisory services, and will
April 14, 2008
Misunderstanding IRAs$4.6 trillion: Approximate amount Americans have saved in IRAs. 44%: Percentage of Americans who don't understand how IRAs work. 36%: Percentage of Americans who aren't sure if they are eligible to contribute to IRAs. 1
April 14, 2008
Common pricing mistakes1. Companies base their prices on their costs, not their customers' perceptions of value. 2. Companies base their prices on "the marketplace." By resorting to "marketplace pricing," companies
April 14, 2008
Equity income62%: Percentage of financial advisors who think the right mix of fixed income and equities for retirees has changed over the past 20 years. 71%: Percentage of advisors who think retirees' and near-retirees' portfolios wil
April 14, 2008
Strategies for sales success1. For the first few minutes of any sales interaction, don't talk about yourself, products or services. Remember, nobody cares how great you are until they realize how great you think they are. Resist the temptation to
April 14, 2008
Jumping the retirement planning hurdle30%: Percentage of Americans who think starting retirement planning is difficult. 34%: Percentage of affluent Americans who have trouble identifying appropriate retirement products. 23%: Percentage of Americans
April 13, 2008
Misunderstanding IRAs$4.6 trillion: Approximate amount Americans have saved in IRAs. 44%: Percentage of Americans who don't understand how IRAs work. 36%: Percentage of Americans who aren't sure if they are eligible to contribute to IRAs. 1
April 13, 2008
Equity income62%: Percentage of financial advisors who think the right mix of fixed income and equities for retirees has changed over the past 20 years. 71%: Percentage of advisors who think retirees' and near-retirees' portfolios wil
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