How Dave Ramsey's bad math leads to bad advice
By Michael MarkeyA case study illustrates a simple truth: Sometimes debt is good.
May 18, 2015
Exemptions Provide Key to Unlocking DOL Fiduciary RulesUnderstanding the exemptions to the proposed DOL fiduciary rules can be as important to the advisors practice as the rules themselves.
May 18, 2015
Advising Couples Who Disagree on Risk ToleranceFinancial advisors must measure the risk tolerance of both partners and must not ignore the needs of the less risk-tolerant partner, usually the woman.
May 17, 2015
3 Questions to Ask Before Going IndependentIf you're considering going independent, as many readers have told me via email, ask yourself these three questions to get started.
May 16, 2015
Tom James: Who 'Changed Everything' at Raymond James—The 2015 IA 35 for 35Tom James became CEO of Raymond James Financial in 1970, succeeding his father Bob, and held that role until 2010; he remains chairman, and remains highly active on the big picture level for the company but also in recruiting new reps.
May 15, 2015
The marriage penaltyAn agent who sells insurance under the new rules reports on the marvels he sees.
May 15, 2015
How to build your book of businessHunting wabbits on a daily basis will pay you handsomely over time.
May 15, 2015
How to evaluate prospecting methodsA significant number of producers pass off shortcomings as skills they don't really need.
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