Marketing Plans, and a Monte Carlo Webinar
By Mike PattonIn this blog we'll cover a couple of different topics. I'll update you on my marketing efforts, provide information on a Webinar that you may...
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...
August 07, 2007
McColgan Resigns From FidelityEllyn A. McColgan, president of Fidelity Investments Distribution and Operations, has resigned in order to pursue opportunities outside of the company
August 03, 2007
How Clients Help Motivate UsTwo things seem clear to me. First, there are a limited number of ways people are motivated and second, individuals are motivated differently. Recently, I...