A Tale of Two Futures: Will You Be the Best Advisor for Clients, or the Worst?
By Liz DavidsonConsumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.
August 06, 2012
The Texas LTCI Outreach Program: A Site ReportThe author participated in a long-term care insurance educational program backed by a state government.
August 06, 2012
Knight Capital Debacle Underscores Technological Market RisksHow stable are the electronic trading markets? The Knight Capital glitch once again throws this into question into the limelight.
August 06, 2012
Patton’s Fund Picks, Pt. 4: TIPS and Mortgage-Backed FundsIn this fourth post on my favorite mutual funds, we take a look at inflation-protected securities and mortgage-backed securities funds.
August 06, 2012
The New SBC: A Conversation StarterOnce you help clients get out the door, maybe you can use them to enter other doors.
August 06, 2012
The New SBC: A Conversation StarterOnce you help clients get out the door, maybe you can use them to enter other doors.
August 06, 2012
Life Insurance: Why Aren’t They Buying...and What Can You Do About It?Life Insurance Awareness Month remains a golden opportunity for producers to dispel the misinformation that hinders consumers from obtaining the coverage they need. And you have lots of free help at your fingertips.
August 06, 2012
Life Insurance: Why Aren’t They Buying...and What Can You Do About It?Life Insurance Awareness Month remains a golden opportunity for producers to dispel the misinformation that hinders consumers from obtaining the coverage they need. And you have lots of free help at your fingertips.
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