The Right Planning Tools
By Mike PattonWell, everything should be in place to manage client assets very soon. I've chosen the RIA custodian, provided them with all of the necessary paperwork,...
May 25, 2007
Awash in a Sea of PhDsThis was an important week, both in a long-term strategic sense and from a current perspective. On the strategic front, I spoke at an annual...
May 20, 2007
The Importance Of VisionWhile sitting in my eye doctor's office a few weeks ago, waiting for my eyes to dilate, I began to ponder vision and sight--words we ...
May 18, 2007
Writing Financial Plans; Creating a Marketing KitThis 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 16, 2007
Feeling Valued: The Dreaded Salary Raise DiscussionI get a number of employees who e-mail me seeking advice on the best ways to request a salary increase. I always find this request...
May 10, 2007
Adding Clients and Getting In Some ReadingThe term one armed paper hanger has taken on a new meaning this week. I gained another comprehensive financial planning client, which makes three total....
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. ...
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