Introducing FRED: a Free Analysis Tool From the Fed
By Mike PattonI use FRED, an Excel add-on from the St. Louis Fed, to keep informed on all matters economic and markets, and to perform analysis.
December 13, 2013
If You’re a Generalist, Advisor, Your Days Are NumberedThe age of the specialist has begun. Advisors who want to grow and succeed from here must differentiate themselves further.
December 12, 2013
Restoring confidence in our industry and products, one bite at a timeChanging perceptions is a marathon, not a sprint. But small changes over time can create big results.
December 12, 2013
Disability Insurance Observer: NetworksUnderwriters might have to look at an applicant's medical plan provider directory.
December 12, 2013
The Biggest Trap Advisors Face When Marketing ThemselvesWhen you cast your prospect net wider hoping to attracting more clients, your prospect list may grow, but your close rate will suffer.
December 12, 2013
12 Steps to Holiday Social Business SuccessAs you start your celebrations, remember that you can leverage your social media presence to share in the season of giving.
December 11, 2013
The annuity dilemmaThe industry stands at a crossroads: Continue the harmful status quo or evolve and protect the brand?
December 11, 2013
LTCI Watch: TARPTARP succeeded at keeping civilization as we know it from collapsing. Yay.
Commentary