1. Consider two bonds, a 3-year bond paying an annual coupon of 6.10% and a 10-year bond also with an annual coupon of 6.10%. Both currently sell at a face value of $1,000. Now suppose interest rates rise to 9%.
2. If the target market was retirees? how would you leverage friends, relatives, COIs in the market for referrals?
3. What societies, charities, newsletters and other resources target the retiree market for a financial advisor?