Beyond the Plan
By Mike PattonI spend considerable time and effort in constructing a comprehensive financial plan, but it isn't meant to be a static document that only collects dust...
October 01, 2009
Past and Future at SchwabAt a somewhat subdued Schwab Impact 2009 conference in San Diego in the middle of September, advisors who custody with Schwab Advisor Services listened to...
October 01, 2009
One True ThingWhat motivates a client to hire a particular advisor? What separates one advisor from the next? These may be two of the more important questions...
September 28, 2009
Getting to Know--and Serve--Clients With an Online Document ServiceLast week I spent a good deal of time putting the finishing touches on a new initiative I call eVault. The plan is to roll...
September 22, 2009
Time for a Transition (I): Changing AffiliationMarie Swift outlines the options available to advisors and the key points worth considering when making a move.
September 21, 2009
How I Prepare for Quarterly Account ReviewsWhat do farmers and advisors have in common? They both plant and they both harvest. In the financial advisory business, we plant seeds (market our services)...
September 14, 2009
A Year Later, Lessons Learned From the Financial CrisisAt Schwab Impact, El-Erian and Fink say we're safer, but not necessarily safe
September 14, 2009
Get Organized, and Grow Your BusinessIf the key to growing a business is marketing, then the key to managing a business is being organized. I've been focusing more lately on...