Mike's Tips for Independent Success
By Mike PattonWhile every advisor will have his own preferences for how he operates, and his own definition of success, here are some suggestions for how to...
March 30, 2009
The Independent Tech AdvantageI love being independent! When you're employed at a large organization, you are at the mercy of the decision-makers as to which technology you can...
March 23, 2009
To Grow, You Need to Have Adequate StaffAbout two or three weeks ago, business began to increase substantially and it continued this week. That's the good part. The challenge is to keep...
March 16, 2009
The Radio Spots, and a Seminar, Work at Attracting ClientsA lot happened this week. I had 32 60-second radio ads running in advance of a seminar I held last Thursday. The radio station did...
March 09, 2009
Schwab Advisors Report Good News and Bad NewsSurvey finds 41% expect recession to extend into 2010, but report adding new clients
March 09, 2009
The Downhill Danger of the Stanford ScandalThe demise of the Stanford Group has caused quite a whirlwind in the Baton Rouge area, where I practice, since ithad a significant presence here....
March 06, 2009
RJFS Advisors Meet New Leader at Confab (March 6, 2009)Raymond James independent advisors meet CEO designate Paul Reilly.
March 06, 2009
Ameriprise, Three Equity Groups Reportedly Bidding for AIG B-Ds (March 6, 2009)By the end of March, Ameriprise Financial Services and three private-equity firms are expected to submit final bids for AIG's three broker-dealers, according to TheDeal.com.