Rethink your first client meeting and go digital
By John PojetaTransitioning to a remote meeting tool to get in front of more prospects may come with growing pains, but the data in favor of digital meetings is compelling.
March 16, 2017
Dishonesty is for losersBETTER PROSPECTING: If everyone involved is better off, why not use a little fib now and then?
March 16, 2017
How to Comply Now With Labor's Fiduciary Rule(s)Here are some guidelines on what rules apply to investment recommendations, retirement plans and IRAs until the rule is eventually killed.
March 15, 2017
Innovation ROI: Stop the lieINNOVATION INSIGHTS: Innovation, like parenting, is a scary journey. But also like parenting, it would be a scarier world without it.
March 15, 2017
Is College Debt Advisors’ Next Black Swan?Advisor's clients tend to be college graduates. College graduates have too much loan debt to adequately save. See the problem?
March 15, 2017
Active Managers’ Struggle to Maintain AssetsActive managers are fighting to stem the tide of outflows, mobilizing resources to make the case for continued relevance.
March 14, 2017
Part 2: Direct primary care suitabilityContinued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.
March 14, 2017
Part 2: Direct primary care suitabilityContinued: Dr. Samir Qamar, founder and CEO of MedLion and MedWand, provides an assessment of the direct primary care model.
Commentary