Of Webinars and Postcards
By Mike PattonLast week I wrote about my upcoming Webinar and some marketing plans. Here's how those two items have developed. Webinar Update The Webinar was held last Wednesday...
September 10, 2007
Looking at Risk ToleranceIn my last posting, I discussed the importance of scalability. In keeping with this topic, this week I continued to refine the MS Excel risk...
September 07, 2007
Pershing Advisor Solutions Names Mark Tibergien CEOPershing LLC announced September 6 that it has named Mark Tibergien as CEO of Pershing Advisor Solutions (PAS), and as a member of Pershing's executive committee. Tibergien, currently a principal and partner in charge of the securities niche at Moss Adams in Seattle and a long-time Investment Advisor columnist, will...
August 31, 2007
How I'm Building Scalability Into My PracticeIt's been five months now since my journey began and I am finding the transition from employee to business owner requires a lot of time...
August 24, 2007
Vision, Strategy, TacticsRemember the commercial with the guy who slaps his forehead and says, "I could've had a V8!"? I felt like that guy recently, but instead...
August 16, 2007
If You Do It . . . They Will ComeDo what, you ask? Why, financial planning of course. Now I'm not talking about the off-the-shelf variety where you spend a little bit of time...
August 12, 2007
They're Buying Advice, Not a PortfolioPeople express their trust in you, or lack thereof, in different ways. This week brought with it some interesting and encouraging developments. I had a...
August 08, 2007
A Little Magic for the RIA IndustryIt didn't take a wizard to predict that sales for J.K. Rowling's Harry Potter and the Deathly Hallows would be a record breaker for the...