Securing the appointment: the value of a good script
By Gail B. GoodmanWhen setting an appointment with a new prospect, it is critical to come across in a professional manner.
March 04, 2015
The Case Against Fee Disclosure: Good Idea; Bad TimingShould RIAs increase fee disclosures to clients? It's a good idea, but considering the brokerage industry's marketing expertise, now may not be the right time.
March 03, 2015
Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3In this third and final installment on real estate taxation, we look at how tax considerations and strategies vary among specific types of investments.
March 03, 2015
Twitter: A Powerful Social Media Tool Advisors Can’t IgnoreUsing these Twitter listening tips will help you better understand your industry, clients and prospects.
March 03, 2015
Using zombie loyalists to build your businessZombies have a single purpose: to breed. And thats exactly the kind of client you want.
March 03, 2015
LTCI Watch: MedicaidSo, what exactly are states doing to increase their long-term care reserves? Uh...
March 03, 2015
View: Obamacare win threatens conservative goalsHow can employers drop group coverage if workers can't get affordable individual coverage?
March 03, 2015
The evolving idea of retirementHistory provides perspective for making retirement decisions today.
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