Seeking Help on CRM, Portfolio Software
By Mike PattonIn 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 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...
April 19, 2007
More Progress, but Still, RIA or B/D?This week on the Road I saw more progress. My RIA is now approved by the state and I can accept financial planning fees. I...
April 15, 2007
Mobile Technology: Is the Industry 'Ready?'For at least the last 5 years or so, pundits, nerds and other assorted technophiles have been asking when the insurance industry will be "ready" ...
April 12, 2007
Finding Space; Learning a Software LessonWhat's the saying--change is inevitable? Well, my second week of independence was no exception. I mentioned in my last blog that I had found office...
April 01, 2007
Plotting Your CourseAs I write these words, I'm filled with excitement. Excitement about the new journey I am taking--one that many of you have already traveled and...
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