Why are we selling Brussels sprouts and calling it candy?
By Bill CoffinRight now, the industry chooses to design, market and sell life insurance as if it is candy. It's time to face up to the fact that this isn't working.
November 15, 2012
On the Third Hand: EmergenciesDo you want ailing clients walking down 20 flights of stairs, in the dark, because no one planned ahead?
November 15, 2012
The Tactical Road to Engaged Clients, Pt. 1: the Role of Client FeedbackWhat do the fastest growing advisory firms have in common? Engaged clients. How do you get engaged clients? You ask for feedback, in the right way.
November 14, 2012
The 3in4 campaign: Use itYou need prospects who are more aware. Here's a program that tries to make them aware.
November 14, 2012
Disability Insurance Observer: Haircut worldThe shocking thing about the ELNY story is that haircuts are taking place out in the open.
November 14, 2012
Best Practices of Successful RIA FirmsAiming for consistently high growth, profitability and performance is almost guaranteed to make your firm better.
November 14, 2012
What’s Next for IRS and Tax Planning? Commissioner’s Remarks Offer Some HintsDouglas Shulmans farewell speech at AICPA conference suggests what advisors and clients may expect from the IRS in the near future.
November 14, 2012
Candy Economics at Halloween and Our Tax SystemShould our tax system ration out tax-avoidance 'candy' to some while taking that candy from others?
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