Tracking Your Advisory Firm’s Vitals
By Mike PattonHow to track your firm's current business metrics to better plan for 2016.
October 23, 2015
How can we teach the art of selling?One of the industry's big problems is that advisors avoid asking their clients the tough questions about life insurance.
October 23, 2015
How can we teach the art of selling?One of the industry's big problems is that advisors avoid asking their clients the tough questions about life insurance.
October 23, 2015
Is fiduciary the new floor?To be a fiduciary was once an aspirational calling--but no longer.
October 23, 2015
Show clients why retirement inflation is not deadNo Social Security cost of living adjustment has people worried.The Senior Citizens League (TSCL) has documented increases since 2000 in 34 costs items that weigh heavily on retiree budgets.
October 23, 2015
View: Jeb Bush is more conservative than his brotherThe author says a Bush proposal would create a much more competitive individual health market.
October 23, 2015
Reverse Mortgages for Retired Clients: Does the Strategy Fit?This tool should only be used in very specific situations giving the advisor a critical role in guiding clients on when and how.
October 23, 2015
Monopolies Don't Give Us Nice ThingsWhy in the presidential debates is there no discussion of the proper role of regulation in modern capitalism?
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