Recognizing a good deal
By Michael K. StanleyLet us be thankful that the United Conference of Catholic Bishops does not represent the 600 hospitals and 1,400 other health care facilities that the CHA does.
July 10, 2013
The 'cost' of fiduciary: The wacky folks at NAIFA are at it againId like to give a special shout out to my main men at NAIFA for their ongoing efforts to keep me from getting bored.
July 10, 2013
The 'cost' of fiduciary: The wacky folks at NAIFA are at it againId like to give a special shout out to my main men at NAIFA for their ongoing efforts to keep me from getting bored.
July 10, 2013
Advisor Owners: Lose Some Control to Empower Your EmployeesIronically, to achieve greater firm success, you should get comfortable with giving up some control to your staff. Do you want to be a supervisor or a resource leader?
July 10, 2013
The ‘Cost’ of Fiduciary: Those Wacky Folks at NAIFA Are at It AgainA standard that requires retail advisors to put their clients interests first is not about costs; its about protecting investors.
July 09, 2013
How You Can Standardize the Financial Planning ProcessWhere are the opportunities for standardization in a financial planning firm? They are everywhere once you start to look, and here are four to get you started.
July 09, 2013
Climbing down the retirement mountainIf your clients haven't thought about using whole life insurance as a retirement tool, maybe it's time that they do.
July 09, 2013
Selling to seniors in the post-Neasham eraThe verdict in the Glenn Neasham case has had a profound impact on how advisors sell annuities to their senior clients.
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