Here, there and everywhere
By David A. SaltzmanI had a home office before it was au courant. It seems that my business has always involved going to clients rather than having them come to me.
March 23, 2011
Tools to help you navigate social mediaI learned a lot about how to effectively integrate social media platforms into your business while attending GAMA International's LAMP 2011 conference in Washington, D.C., earlier this week.
March 23, 2011
Fifth Street Finance UpdateAn interesting article on Seeking Alpha today details Fifth Street Finance’s (FSC) latest earnings outlook. More detailed information on the company…
March 23, 2011
The High Cost of Not Knowing Retirement Plan FeesAre clients who run companies at risk because they don’t understand their responsibilities as retirement plan sponsors? Here’s how you can help them understand their duties.
March 22, 2011
Fixed indexed annuities: Working the flexibility angleWell, if there was ever any doubt about the long-term viability of fixed indexed annuities, those worries have been erased these last couple of years.
March 22, 2011
Choosing Software That Works for Your Advisory Firm-Part 2: AssessTo implement new, usable, technology, assess how you do things today, so you can clearly articulate how you would like it to be done tomorrow.
March 22, 2011
Why Is Congress Asking if We Can Afford to Treat Clients Right?Our intrepid blogger wonders why our elected representatives want to conduct a cost benefit analysis on doing the right thing
March 21, 2011
Three Retirement Buckets to Bail a Sinking ShipWith the recent market turbulence and events in Japan and Libya, you've seen an increase in client concerns as to what it means for their assets.
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