Search for: "Professional Planners Marketing Group"
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16 Jan 2019, 2:00 am
David Freedman is the General Manager of group programs at LegalZoom overseeing product, services and distribution in the commercial group, Medicare, life insurance and affinity markets. [read post]
24 Apr 2016, 6:06 pm
Membership in AARP Legal Services Network may provide new clients Happy Hour networking party for professionals such as Accountants, CPA’s, Financial Planners plus clients and friends.......................................... [read post]
3 Oct 2007, 7:53 am
When I asked about her marketing activities, she mentioned attending several formal networking groups. [read post]
8 Feb 2011, 9:15 pm
The TNCE website promises that attendees will have access to resources concerning * Divorce Counseling * Legal Guidance * Grief Management * Life Management Plan * Financial Recovery Plan * Support Groups In an interview with Tom Kaufman, the person behind the Expo, Kaufman explained that he observed that nobody had really put together a venue of businesses and professionals for this niche market. [read post]
30 Dec 2006, 8:46 am
Sure it's going to require some additional paperwork and disclosure, but wouldn't doing this, or something like it, essentially end most questionable business practices and begin to move our industry on to the same standards of disclosure and professionalism that are required of financial planners, investment advisors and trust companies? [read post]
1 Feb 2017, 5:01 am
This avoids the bad but common instinct to sell low and buy high, or to read more into market trends than they deserve. [read post]
11 Sep 2017, 5:16 am
For wedding planners, caterers, florists, venue operators, and other wedding vendors, the legalization of recreational marijuana in California has created a vastly-expanded potential market of specialty services to offer their clientele. [read post]
30 Dec 2009, 9:57 am
While Hindert, in his annual summary, places the take over of The Settlement Services Group by Forge as a seminal event, we simply see it as a way for Forge to justify having defense brokers in an organization that markets itself as plaintiff exclusive. [read post]
29 Mar 2012, 12:05 pm
The Academy of Special Needs Planners (ASNP) hosted its Sixth Annual Conference March 8-10, 2012 in Memphis, Tennessee. [read post]
25 Mar 2008, 6:54 am
Add to that the recent entrance of a media marketing group that is funded by factoring and life settlement interests, and that their aggressive push to turn themselves into the "voice of the industry" to attorneys, investors and the financial community, has created a level of anxiety that gets expressed to me almost daily in some fashion by a settlement planner or life company official. [read post]
3 Oct 2007, 7:59 am
This will set you apart as someone who is professional and follows up. [read post]
8 Sep 2021, 12:59 pm
However, at the bottom of the screen, there will also be a prompt that says “Are you a professional marketer? [read post]
9 Oct 2016, 9:46 am
NAMSAP, which also seeks and welcomes opportunities to help improve Medicare set-aside (MSA) industry standards for documentation, work product and business practices, encompasses a highly diverse professional membership consisting of attorneys, MSA allocators, MSP compliance consultants, CPAs, claims professionals, structured settlement consultants, guardians, nurses, pharmacists, rehabilitation professionals, and life care planners. [read post]
9 Oct 2016, 9:46 am
NAMSAP, which also seeks and welcomes opportunities to help improve Medicare set-aside (MSA) industry standards for documentation, work product and business practices, encompasses a highly diverse professional membership consisting of attorneys, MSA allocators, MSP compliance consultants, CPAs, claims professionals, structured settlement consultants, guardians, nurses, pharmacists, rehabilitation professionals, and life care planners. [read post]
25 May 2015, 10:03 am
Durbin identified himself as part of an investor group of individuals including insurance executives who see underdeveloped opportunities in the structured settlement primary market. [read post]
5 Oct 2007, 2:55 pm
., the Traynors are reported to have been affiliated with or operated under the firm names of Mariner Financial Services, Western Reserve Life, Association of Professional College Advisors, Inc., College Advisors Group, Inc., LifeTime Advisors, Inc. and LifeTime Advisors Group, Inc. [read post]
28 Sep 2010, 8:33 pm
Eligibility includes professional or associate members of the National Structured Settlement Trade Association (NSSTA) or Society of Settlement Planners, Inc. [read post]
14 Jun 2009, 5:46 pm
@Christa_Coir: Freelance paralegal and financial planner Christa Coir tweets interesting legal news and practice tips. [read post]
29 Aug 2010, 5:52 pm
Eligibles including professional or associate members of the National Structured Settlement Trade Association (NSSTA) or Society of Settlement Planners, Inc. [read post]
27 Aug 2015, 6:54 am
Referrals are key to an effective law firm marketing plan because reliance on referrals can reduce the effort you have to put into marketing your practice over time. [read post]
