Scheduling appointments: Stop typing and start talking
By Gail B. GoodmanIn a relationship-driven business, the personal touch of a phone call is still important. And you must master it.
February 03, 2015
Industry, Media Fail to Promote Minority Advisors' Success, Ex-Advisor ChargesThe profession hasnt done a good enough job of profiling successful African-American advisors and showcasing their success, says former NFL player turned advisor Lee Jenkins.
February 03, 2015
Concierge medicine offers a more personalized approachIs PPACA the driving force behind the unprecedented growth in concierge medicine? One savvy doctor thinks so.
February 03, 2015
4 Investing Strategies Bogle Gets Wrong: RitholtzVanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
February 03, 2015
Ready, Hike! (but Fed Won’t Raise Rates Too Soon)—Searching for Alpha for February 2015While the Federal Reserve may not raise rates until late 2015 at the earliest, rates will rise. So where to invest now?
February 03, 2015
View: Taxpayers handed another broken Obamacare promiseThe author wonders whether the IRS will make much of an effort to have PPACA pay for itself.
February 03, 2015
LIMRA: Teach your clients to budgetMost consumers say they want an advisor who can explain what they don't understand about finances.
February 03, 2015
Why advisors are really death plannersDeath is an inevitable part of life. Have you spoken to your clients about planning for it?
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