4 Ways to Simplify Your Complex Sale
If you aren't closing at least 30% of the prospects you sit down with, you need to simplify your sales process, Bill Good says.
Top Portfolio Products: International Funds From Vanguard, T. Rowe Price
How two different mega fund companies hope to profit from investing in international stocks
Charlie Munger: Buffett’s ‘Abominable No-Man’
Author Tren Griffin tells ThinkAdvisor why Munger is the not-so-secret sauce in Berkshire Hathaway's extraordinary investing success.
An early look at wearables for life & living benefits insurance
Life insurers have the opportunity to take calculated risks to change how the industry acquires customers and provides services.
Are You Zooming In or Zooming Out? Challenging Conventional Strategic Planning
John Hagel, co-chairman of Deloitte's Center for the Edge, says the best-performing companies deploy a strategic planning approach he refers to as “Zoom In-Zoom Out.”
My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.
The 14 Wealthiest People in the World
The richest get richer, and, for the most part, older men (surprise, surprise) dominate our list.
What Does Windows 10 Mean for Advisors?
The next operating system from Microsoft, Windows 10, is expected to be officially released later this summer.
Sallie Krawcheck: Ellevating Leadership—The 2015 IA 35 for 35
Ellevate Network’s leader stresses the importance of women to management and to the industry.
Why You Must Invest in Good Technology
Going independent was my first step to success, but without integrated technology, I wouldn't be able to grow.