Every day should be a good day to die
By Bill CoffinYou buy life insurance because you love somebody. But you also buy it because, no matter how much you dont want to admit it, you are going to die.
May 08, 2014
LTCI Watch: Community serviceMaybe Italy has discovered a major new source of caregiving labor.
May 08, 2014
An onboarding system that results in immediate referralsYou should receive the most referrals during the first six months of the business relationship.
May 08, 2014
Charging AUM fees does not conflict with financial planningIn what may really be my last word on the flat-fee-vs.-AUM debate, I share some cogent thoughts from readers and my cogent (I hope) responses.
May 08, 2014
To Motivate Employees, Listen to ThemAdvisors tend to be "people people," yet too often they fail to apply their people skills to their employees.
May 08, 2014
Under the Hood: Reverse Mortgages—What You Need to KnowFred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.
May 07, 2014
Texting and Secure Portals: How Savvy Family Offices Talk to ClientsTo efficiently and securely communicate with clients at all asset levels, especially during crises, take advantage of technology, like the best family offices do.
May 07, 2014
Why authenticity breeds successWhen an advisor claims to be something he or she isn't, either explicitly or implicitly, thats unethical.
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