Texting: when (and when not) to use it in client communications
By Gail B. GoodmanTechnology gives you another way of reaching out to a prospect or referral. But it is not as effective as a verbal, in-real-time, phone call.
August 01, 2016
My Personal Fund Screening ProcessUsing the Fiduciary Scorecard that I created helps me screen in the best mutual funds and ETFs for client portfolios.
July 31, 2016
This is an awkward time to promise home care workers a raiseOn the one hand, it's great that both Donald Trump and Hillary Clinton have an interest in long-term care issues. On the other hand...
July 31, 2016
This is an awkward time to promise home care workers a raiseOn the one hand, it's great that both Donald Trump and Hillary Clinton have an interest in long-term care issues. On the other hand...
July 29, 2016
How to Comply — and Why — With SEC Rules on Regulatory AUMWhether you call yourself a financial planner or investment manager, pay close attention to the SECs instructions (and enforcement actions) on counting regulatory AUM.
July 29, 2016
Tackling 2 top retirement issues: What clients need to knowRising health care costs could delay or prevent prospects and clients from retiring, writes Van Mueller
July 29, 2016
How Donald Trump Changed My Mind About GoldI've said that love for gold is irrational. But I'm changing my mind thanks to Donald Trump.
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