Leads, Leads, Leads! Then Understanding Clients...
By Mike PattonDo commercial lead-providers work? And a confession from our intrepid advisor on understanding clients both qualitatively and quantitatively
July 15, 2011
Editor's Blog: V is for VideoAs the life and health world tries to make the most out of social media, use of online video is an opportunity waiting to be taken.
July 15, 2011
V is for VideoTwo things that have proven a little difficult for the life, health and financial planing industries to wrap its collective head around is a) how ...
July 15, 2011
V is for VideoTwo things that have proven a little difficult for the life, health and financial planing industries to wrap its collective head around is a) how ...
July 15, 2011
Are U.S. Companies Really American? Is EAFE Past Its Prime?International value manager Sarah Ketterer says the EAFE Index is going the way of the buggy whip because where a company is located doesn't tell investors where its revenues are generated.
July 14, 2011
Advisors Embracing Alternatives at Faster Clip, Newest Rydex Survey ConfirmsFirst look at findings of annual RIA survey confirms widespread acceptance, suggests ways for advisors to add alts to client portfolios.
July 13, 2011
Charles in chargeWhile we are all busily trying to read the tea leaves at the Department of Health and Human Services, I often wonder how we so totally lost not only the substantive argument on health care, but the rhetorical argument as well.
July 13, 2011
Talent vs. practiceI've been reading this book, see, called "Bounce." It's not to be confused with Malcolm Gladwell's "Blink," although it refers to Gladwell and the 10,000-hour rule from time to time.
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