How I'm Building Scalability Into My Practice
By Mike PattonIt's been five months now since my journey began and I am finding the transition from employee to business owner requires a lot of time...
August 24, 2007
Vision, Strategy, TacticsRemember the commercial with the guy who slaps his forehead and says, "I could've had a V8!"? I felt like that guy recently, but instead...
August 16, 2007
If You Do It . . . They Will ComeDo what, you ask? Why, financial planning of course. Now I'm not talking about the off-the-shelf variety where you spend a little bit of time...
August 15, 2007
That Pesky Fiduciary IssueAs usual, Morris Armstrong raises a valid, and very popular, point in his response to my latest posting, which warrants some further exploration. How can an...
August 12, 2007
Despite Noise Over McCarran Repeal, Enactment Is UnlikelyFor those insurance industry people old enough but still capable of remembering where they were when told that Elvis Presley had died, one of the ...
August 12, 2007
They're Buying Advice, Not a PortfolioPeople express their trust in you, or lack thereof, in different ways. This week brought with it some interesting and encouraging developments. I had a...
August 03, 2007
How Clients Help Motivate UsTwo things seem clear to me. First, there are a limited number of ways people are motivated and second, individuals are motivated differently. Recently, I...
August 02, 2007
The Power of LeverageTime. No one has enough of it and most all of us want more of it. We all know that time slips away from us,...
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