Referrals: Gaining a Potential Client From a Newsletter, and Building Trust With an Existing One
By Mike PattonIn his latest posting on his Road to Independence, Mike Patton talks about referrals and what motivates an advisor like him.
December 09, 2010
How to Get Back Into the Market Without Feeling Like a SuckerScared investors fled the markets in droves since the economic downturn. The faint of heart left in late 2007; others threw in the towel at various points in 2008; the unluckiest gave up in March of 2009, at the market bottom.
December 09, 2010
Top Ways to Differentiate Your Practice in 2011Client acquisition, marketing, and finding new clients are top areas where advisors must improve in 2011.
December 08, 2010
Tax cuts extended. Now how about those jobs?OK, wealthy Americans -- you're up to bat. Looks like you've got your Bush tax cuts secured for the next two years. Now will you drop the "uncertainty" excuse and start creating those jobs you've promised if you aren't burdened by a tax increase?
December 08, 2010
The Nebraska NavyIn 1997 I was honored to be named an admiral in the navy of the great state of Nebraska. This highest of Nebraska's honors is bestowed upon very few individuals.
December 08, 2010
The Nebraska NavyIn 1997 I was honored to be named an admiral in the navy of the great state of Nebraska. This highest of Nebraska's honors is bestowed upon very few individuals.
December 08, 2010
Tax cuts extended. Now how about those jobs?OK, wealthy Americans -- you're up to bat. Looks like you've got your Bush tax cuts secured for the next two years. Now will you drop the "uncertainty" excuse and start creating those jobs you've promised if you aren't burdened by a tax increase?
December 08, 2010
Transitions (II): The Pre-Independence Checklist for Wirehouse AdvisorsBefore you jump from the wirehouse ship, take seven steps to help guide your move
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