Give the customer what they need; not what you think they want
By Brian AndersonVacation this year made me think occasionally about customer service, as the site of this year's family trip was Disney World
June 14, 2011
Why SEC’s June 22 Meeting Will Dramatically Alter Life for AdvisorsThe vote on the big ‘switch’ means big changes for the investment advisory profession.
June 14, 2011
How to Arrive at Better Capital Markets ForecastsA process for making forecasts that actually make a difference in clients’ portfolios
June 14, 2011
WienerGate II: More Advice From the Bleeding EdgeBruce Johnston posted an informative comment to my last blog, “The Social Media Lessons for Advisors from Rep. Wiener’s Problems.” As Bruce is one of the most knowledgeable people on the planet when it comes to financial advisors using social media, I gave him a call to find out more...
June 13, 2011
Advisor, Heal ThyselfThis is one of the few businesses where a person can make a physician’s wage without spending a small fortune and a large chunk of his or her adult life in the classroom. God Bless America! No complaint here.
June 10, 2011
Five Good Questions on Portfolio Theory with Hedge-Fund Manager Scott VincentThe author of “Is Portfolio Theory Harming Your Portfolio” discusses active vs. passive management
June 10, 2011
FPA in China: A Chinese Planner’s Analysis of Trip’s ValueA representative of the FPSB China shares her insights on financial planning in China and the value of the FPA’s trip.
June 10, 2011
How Much to Allocate to Annuities? EBRI's Critical AnalysisEBRI’s new research makes progress toward taking some of the guesswork out of the annuity allocation question.
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