Recent Videos
Interview with Woods Financial Group's David Woods
David Woods, founder of Longmeadow, Mass.-based Woods Financial Group met with Senior Market Advisor's editor, Daniel D. Williams, to discuss the Life Insurance Power Panel being held at Senior Market Advisor Expo. Highlights from the conversation include Woods' thoughts on compliance, agent licensing and education.
Posted on: August 13, 2008
From Senior Market Advisor Magazine
Interview with Advisor of the Year Finalist Stefanos Loisou
Stefanos Loisou, a 2008 Senior Market Advisor magazine Advisor of the Year Finalist spoke with the publication's editor, Daniel D. Williams, to discuss the Advisor of the Year Panel being held at Senior Market Advisor Expo. Highlights from the conversation include Loisou's thoughts on the advisor-client relationship, suitability issues and the role trust and creditability play in being a top advisor.
Posted on: August 12, 2008
From Senior Market Advisor Magazine
Interview with PBS' Stephen Drain
Stephen Drain, senior VP of marketing for Topeka, Kansas-based Personalized Brokerage Services, LLC, recently sat down with Senior Market Advisor's editor, Daniel D. Williams, to discuss marketing strategies. Some of the highlights include Drain's thoughts on the evolving marketplace; the best ways to market to boomers; and the most effective ways to differentiate marketing strategies to boomers and seniors.
Read the Marketing to Boomers Roundtable
Posted on: June 24, 2008
From Senior Market Advisor Magazine
Interview with SIR's John Martin
John Martin, president and CEO of Virginia-based SIR Research, is a nationally featured speaker on Boomer marketing. He is the co-author, along with Matt Thornhill, of "Boomer Consumer: Ten New Rules for Marketing to America's Largest, Wealthiest and Most Influential Group." Martin recently spoke with Senior Market Advisor's editor, Daniel D. Williams, to discuss his most recent findings.
Posted on: May 19, 2008
From Senior Market Advisor Magazine
Interview with Jack LaLanne and Matthew J. Rettick
At age 94 fitness guru Jack LaLanne shows no signs of slowing down. He was in New York City last month promoting his new book, "Fiscal Fitness: 8 Steps to Wealth & Health from America's Leaders in Fitness and Finance." LaLanne co-wrote the book with financial expert Matthew J. Rettick. LaLanne and Rettick sat down with Senior Market Advisor editor Daniel D. Williams to discuss how seniors can best upgrade their physical and fiscal health.
Posted on: April 18, 2008
From Senior Market Advisor Magazine
Conversation with: 2007 SMA Advisor of the Year
Up close with Craig Randall - Senior Market Advisor's 2007 Advisor of the Year. Hear first-hand from Randall as he reveals the keys to his personal success and shares insider tips that will help you reach the production level he has achieved (including how-to, take-away tips for working with seniors).
Posted on: September 13, 2007
From Senior Market Advisor Magazine
