Writing Financial Plans; Creating a Marketing Kit
By Mike PattonThis past week I presented my first financial plan as an independent. I analyzed several scenarios to determine the proper course of action for the...
May 08, 2007
Focus on Giving Employees a Purpose, Not Just Paying Them WellLast week, a financial planner named Bill posted this question on the blog: As a late starter in the independent business, I find myself needing... ...the...
May 06, 2007
The Salesperson As A TeacherOver the span of my adult life, I have held only 4 jobs, including my hitch with the Army Air Corps in World War II. ...
May 03, 2007
Seeking Help on CRM, Portfolio SoftwareIn my last blog I wrote about my decision to choose the RIA route. This week I'd like to provide a brief summary of my...
April 30, 2007
Coming Together to Solve the Compensation IssueHi, and welcome to The Fast Track, a weekly posting of my thoughts and rantings on issues related to how established advisors can grow their...
April 29, 2007
Worth More Than A DimeFinally, the moves of non-insurance regulators into the business of state insurance regulation will get a going over. In the process, so too will the ...
April 26, 2007
I've Made My DecisionThis week I feel like a pioneer embarking on a journey to discover new lands, with the difference in this case that many have blazed...
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