Credit Check: What Is the CFP Board's Intentions?
By Bob Clark, Bob ClarkThe other day, I received an e-mail from a friend who is a highly knowledgeable industry insider. I greatly respect his thought processes and his...
April 05, 2010
My New Client Portal's Just the Ticket During Quarterly Client ReviewsWith the passing of the first quarter of 2010, it's time for the portfolio review process. We will be contacting clients, scheduling meetings, and reporting...
April 04, 2010
Agents: Explore Innovations with a Level HeadThe insurance industry isn't exactly known for its innovation. Basically everything is just a version of something else - and for good reason, because such basic protection products as life insurance already work without having to reinvent the wheel.
April 04, 2010
A Voice In The WildernessIt was with great sadness that I noted the passing of Robert Myers at age 97.
April 04, 2010
Eyeballing The Short-TermOver the past year, a lot of calls have come in from readers seeking sequential quarterly sales results--that is, quarter to previous quarter--followed by annual sales comparisons such as most recent quarter versus same quarter last year.
April 01, 2010
Hispanic boomers especially hard hit by recessionThe recession forced everyone to adjust their lifestyles, but it has particularly affected Hispanic boomers, according to a recent survey from AARP. Over 20 percent...
April 01, 2010
Health care reform: Wax on, wax offCompany write-downs in the wake of health care reform are coming fast and furious. AT&T announced $1 billion, John Deere and Boeing are in for...
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