Can Financial Planning Be Profitable?
By Mike PattonHeres how I make sure Im at least covering my costs, and my time, in creating a new plan.
October 24, 2014
A 5-Step Process to Utilize Your Existing Technology: Adoption & SummaryBuy-in and adoption of both new and existing technologies starts from the top and radiates from there.
October 24, 2014
How financial planning saves advisors from themselvesHow the evolving process of financial planning helps clients (and their advisors) avoid the worst self-inflicted wounds.
October 24, 2014
6 Steps to Using Social Media to Build Your Advisory BusinessBeing trusted, engaging and responsive on social media outlets are keys to success when communicating online.
October 24, 2014
3 reasons LTC planning is critical to estate planningMake sure your friends in the wealth protection and wealth transfer market see this article.
October 24, 2014
3 reasons LTC planning is critical to estate planningMake sure your friends in the wealth protection and wealth transfer market see this article.
October 24, 2014
SEC Wants Exchange-Traded Funds to Be Easy to TradeAn efficient-markets-fundamentalism model of the SEC is actually pretty good for predicting what the SEC will do. Except about insider trading, I guess.
October 23, 2014
End the ChFC vs. CFP War: An open letter to The American CollegeThe American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
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