Tag Archives: financial services professionals

financial services professionals

CDs, Checking & Savings, Financial, Financial Information, Financial Services, Insurance, Investment, Money, Personal Finance, Taxes

Javelin Marketing Provides Resources for Financial Advisors to Combat Recession

It’s no secret that financial advisors, financial planners, stockbrokers, life insurance agents and other financial services professionals are having a hard time retaining clients. Many clients have fled the financial markets for the safety of bank accounts and treasury bills.

There are approaches that advisors can use for client retention in this market and these are discussed at Javelin Marketing’s main blog. Additionally, Javelin Marketing provides free financial services marketing tools to download at their special download blog. New tools are added each month. Current tools and downloads available to financial advisors:

• Four ways to eliminate capital gains taxes—a great piece to share with clients right in the middle of tax season
• The benefit of offering FDIC insured CDs to retain clients now
• How to get more involved with individual fixed income securities to serve and attract an aging clientele
• A special social security tax reduction calculator that shows annuity sellers how in most cases, an annuity will save the retired owners taxes on social security income
• Ebook on Marketing to Seniors

If you register at the blog, you will be notified as tools are added. Soon to be added is “How to Find and Hire the Best Assistant.”

http://www.javelin-marketing-downloads.com

Via EPR Network
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Financial, Financial Education, Financial Services, Financial Solutions, Insurance, Investment, Money

Quest CE moves to larger offices in Milwaukee’s Two Park Plaza to keep pace with the company’s vigorous growth

Quest CE the nationwide provider of continuing education and compliance solutions for financial services professionals, today announced it will be moving to new corporate headquarters. The move to new offices in Milwaukee’s Two Park Plaza will accommodate Quest CE’s current staff and make room for expansion to keep pace with the company’s vigorous growth.

“Quest CE’s service and technology orientation and emphasis on client service have provided a solid foundation for our tremendous growth,” said Alan Krenke, Quest CE’s President and CEO. “Our continued success relies on our ability to provide products and services that innovate while maintaining the customer service that we are known for. We’ve developed our new headquarters to be both functional and to inspire so we are able to attract and retain the service-oriented professionals who are central to our continued success.”

Quest CE’s new headquarters offers a modern and open layout. All combine to create a working environment that fosters creativity and the open exchange of ideas among Quest’s staff and between Quest and clients.

Initially, Quest CE is occupying 6,000 square feet of the 18,000 square foot 10th Floor of Two Park Place, with options to expand as the company continues to grow. Quest will begin operating out of its new headquarters on Tuesday, September 2, 2008. The company’s new address is:

Two Park Plaza
10850 W Park Place
Suite 1000
Milwaukee, WI 53224

Telephone and fax numbers.
Toll Free: (877) 593-3366
Local: (414) 375-3400
Fax: (414) 375-3449

About Quest CE
Quest CE is a nationwide provider of continuing education and compliance courses to licensed professionals and financial planners. Each year Quest CE delivers over 150,000 continuing education courses either over the Internet or through live CE training. To find out more information about Quest’s Corporate Discounts and large volume orders go to the company web site at www.questce.com or call 877-593-3366.

Via EPR Network
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