Gaining Clients, Part II: Making Your Office Communicate ‘You’
Your office itself helps make that all-important first impression to prospective clients. Here's what my office looks like, and communicates.
Active Management: Is it Time?
More than ever, financial advisors are pondering where to allocate client capital in today's market environment.
The High Performance Coach: Building, and Restoring, Trust
All the world's a stage, And all the men and women merely players In this oft-quoted soliloquy from his comedy "As You Like It," Shakespeare shows the...
Study: online retirement calculators don't suffice
Online retirement calculators paint a prettier picture than what's really needed to save for retirement. AARP's study of 12 online retirement planning calculators found all...
Is a bubble forming around generics?
Brian Laegeler of Morningstar is predicting a boom in generic drugs once Obama is settled in the White House. The president-elect's plans to increase insurance...
When Everything Old Is New Again: Election 2008
Well, the election is over, and the people have spoken: Barack Obama is the 44th President of the United States. He is, of course, our...
Seeing the Boomers' Big Picture
The news media often lump baby boomers together when they discuss that age group. That generalization can be incorrect, particularly when it comes to understanding...
When going green doesn't make "cents"
In college, a socialist friend of mine used to say Americans would only do something about the problem of acid rain when they saw the...
A Perfect Combination
The first Earth Day in 1970 made a deep and lasting impression on me, as I'm sure it did on the other 20 million Americans...
Plotting Your Course
As I write these words, I'm filled with excitement. Excitement about the new journey I am taking--one that many of you have already traveled and...