If You Want Something Done, Ask a Busy Person
By Angie HerbersWhen I work with advisors on consulting projects, I have only one requirement: You have to talk to me over the phone every other week for one hour.
December 21, 2010
Advisors Optimistic, but Worried About Dodd-Frank, TD’s Schweiss Says: The Holiday Weekend InterviewLook to invest in their businesses for growth in 2011, believe new compliance will raise time and cost burden.
December 13, 2010
6 Key IRS Cost-Basis Reporting Changes for Advisor-Clients: Fidelity ReportFidelity released a report on Monday to help advisors "understand differences between the proposed cost-basis reporting requirements and those recently finalized by the Internal Revenue Service."
December 13, 2010
Outlook 2011, Economy & Markets: LPL Sees Tepid Growth, Range-Bound StocksAdvisorOne is running a series targeting areas of importance to advisors and their clients called "Outlook 2011," which runs from Dec. 20 through the first days of January, kicking off with this look by LPL Financial on the economy and markets.
December 13, 2010
Referrals: Gaining a Potential Client From a Newsletter, and Building Trust With an Existing OneIn his latest posting on his Road to Independence, Mike Patton talks about referrals and what motivates an advisor like him.
December 08, 2010
Fidelity Rolls Out Program to Help Breakaway BrokersEnhanced client service model supports brokers who conduct fee and commission business.
December 05, 2010
Economic Lessons of the Home Market, and Why Pessimism Seems RightAdvisor Mike Patton learns a lesson from his own home-buying experience, and suggests why economic pessimism right now seems about right.