Advantage: RIA
By Mike PattonI read an interesting article the other day pertaining to the recently overturned broker dealer rule. You see, I am currently in the process of...
October 01, 2007
Your Assistance, Please!In this blog, I'd like to ask your help on a few important issues. As I enter my seventh month of independence, I find some...
September 29, 2007
Skeleton in My Closet: Does What You Wear Matter?For the past six years, my mentor has been quite forthright with me about the way I dress in professional settings. The problem he had...
September 23, 2007
Of Webinars and PostcardsLast week I wrote about my upcoming Webinar and some marketing plans. Here's how those two items have developed. Webinar Update The Webinar was held last Wednesday...
September 16, 2007
Marketing Plans, and a Monte Carlo WebinarIn this blog we'll cover a couple of different topics. I'll update you on my marketing efforts, provide information on a Webinar that you may...
September 10, 2007
Looking at Risk ToleranceIn my last posting, I discussed the importance of scalability. In keeping with this topic, this week I continued to refine the MS Excel risk...
September 08, 2007
Huddle Up: Teamwork's Key Role in SuccessSchool has started again, bringing frowns to summer-loving children and grins to college football lovers everywhere, including myself. Yes, I'm excited about this fall season,...
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