Postcards From the Edge: 7 Things I Learned From My Merger
By Angie HerbersOver the years, Ive helped many advisors merge their firms, but theres nothing like actually doing it yourself to get a whole new perspective.
July 15, 2015
What Fitbit Says About Me — and the WorldAlmost a month of using Fitbit has reminded me of some old lessons and taught me some new ones.
July 14, 2015
Don't leave your children any moneySet up a life insurance policy to leave a legacy so that you can spend pennies and your heirs will get dollars.
July 14, 2015
How a personalized marketing strategy can help you stand outBefore you sell products or tools, you have to sell yourself.
July 14, 2015
7 questions for advisors to ask when selecting a life settlement firmHere's how a consumer advisor can select someone from LISA's list of members that best fits the needs of their client.
July 13, 2015
It’s Time to Robo-Proof Your Business ModelPlanning businesses have to understand their positioning and pricing in comparison to others and how they can improve their situation.
July 13, 2015
Greek Deal Was the Easy Part for Both SidesThe negotiations over the weekend between Greece and European leaders were bruising and messy, and implementation of the deal will be equally difficult and uncertain.
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