With New Year, Financial Advisors Will Need New Approach
By John BrettOne critical strategy that I see taking hold in 2015 is investor/advisor alignment.
December 04, 2014
Here we go again: The ACA and the Supreme CourtA ruling against the Obama administration would lead to change. But just what kind of change?
December 04, 2014
Calculating the real cost of income annuitiesAs the market for single premium immediate and deferred income annuities heats up, a calculation you can use to compare competing products and estimate embedded costs is called the Moneys Worth Ratio.
December 04, 2014
GIF + meme = successful viral marketing?There are some things in life that make you stop and laugh so hard that you begin to laugh-cry. This might be one of them.
December 04, 2014
Social media is more than FacebookHow to sell insurance without looking like the cheesy, pushy insurance agent everyone rolls their eyes at? Find out!
December 03, 2014
Why Aren’t CFPs Always Subject to a Fiduciary Standard?The CFP Board's rules on the matter are hard to discern, owing in no small part to essential details appearing separately in three different places.
December 02, 2014
Pursuing wealth instead of revenueYou can work with the people you want to work with. You can skip over the idiots and the negative Nancys.
December 02, 2014
Pursuing wealth instead of revenueYou can work with the people you want to work with. You can skip over the idiots and the negative Nancys.
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