Position your advisory practice to get rollovers

01/13/2009 | InvestmentNews (free registration)

For financial advisers, rollovers offer remarkable opportunities, and Cerulli Associates predicts rollovers will grow to $2 trillion by 2013. Experts say the best way to get started with this potentially lucrative strategy is to start talking about rollovers to clients, friends, relatives and former clients. If your "fallen angels" left you because they thought you were too conservative, you might be surprised by the warm reception you get this year.

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