How I Track My Clients’ Needs
Here's how I keep track of what I need to accomplish with my clients and my business, but am I being efficient?
Warren Buffett Talks to Senators Sometimes
Warren Buffett spoke to Sen. Orrin Hatch before investing in the Tim Hortons/Burger King deal. This is the sort of conversation legislators should be having.
The Biggest Lie of the New Century
The claim that bank executives did nothing illegal during the financial crisis is simply implausible if not laughable, Barry Ritholtz writes.
Reading the Data on the Bright Future of Online Advice
A poll found investors are more likely to use human advisors, but also expect to use more online advice. What's your take on the data?
Overcoming RIAs’ Top 4 Business Hurdles: 5 Ways to Increase Profits
Here’s one example: Stop thinking of the segregation of sales and service people, and stray from the “one rainmaker” approach to profitability.
With BlackRock Exit, Who Will Fill Target-Date ETF Void?
ETF expert Ron DeLegge predicts Schwab market entry; meanwhile Ron Surz enters the marketplace with a loss-avoidant product.
Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.
Has the CFP Board Overplayed Its Hand With the Camardas?
Even if the Board wins its suit, what will be the long-term cost in the hearts and minds of other CFPs?
Advisors Focus on Financial Planning Needs of U.S. Military Members
Former Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
The Secret to Turning Prospects Into Clients? Listen
As an RIA I'm in the business of rendering advice and solving problems, so with prospects I ask questions and listen closely to the answers.