How to evaluate prospecting methods
By Kim MagdaleinA significant number of producers pass off shortcomings as skills they don't really need.
May 15, 2015
10% innovators, 90% renovators. Which are you?Innovation doesn't follow current rules. Innovation makes new rules.
May 15, 2015
View: Two ways to keep a lid on Medicare cost increasesThe author contends that cutting post-discharge hospital spending might improve outcomes.
May 15, 2015
Seniors deserve to know about life settlements when doing financial planningA majority of American seniors lapsed their policies without knowing that alternatives are available, including a life settlement.
May 15, 2015
Seniors deserve to know about life settlements when doing financial planningA majority of American seniors lapsed their policies without knowing that alternatives are available, including a life settlement.
May 15, 2015
No Liquidity for You (or Your Clients): Tactical Allocation FundsRemembering the wisdom of Keynes, advisors should consider the overlooked effects of the rising popularity of tactical funds in client portfolios.
May 14, 2015
Is Fiduciary Sales an Oxymoron?DOL and SEC need to make the distinction between sales and advice clearand stop letting anyone other than an RIA call themselves an advisor.
May 14, 2015
View: The unpopularity of Obamacare can't kill itThe author argues that the lack of an "ACA card" affects program visibility.
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