Life Planning Strategies
Life planning strategies, with ideas about how to use life insurance and related products to help people and businesses get things done.
The folly of accountabalism
By John SullivanOur Trend of the Week reminds me of one of Harvard Business Review's Breakthrough Ideas for 2007. Marketing consultant David Weinberger warned that accountability at...
May 28, 2008
Keeping up with clientsAccording to Mitch Anthony and Scott West, in their book, "Your Client's Story," there are three questions an advisor needs to ask to discover a...
May 28, 2008
Let's hope it's wrongSudeep Reddy reports on the Wall Street Journal's blog that the coming recession will be the worst since the 1970s, at least according to Merrill...
May 28, 2008
Effective team buildingSix steps to team success: Shared values - Examples of important team values include: the client experience, how members of the team are compensated and...
May 28, 2008
Putting IRAs to workAccording to a survey by AARP Financial, 38 percent of workers over 50 do not understand how an IRA works. Helping clients save for their...
May 28, 2008
Oil - $200 a barrelIn what will surely renew the call for energy independence, OPEC's president on Monday warned that oil prices could hit $200 a barrel and there...
May 28, 2008
Boomer retirement: "When it's over, will America look better, worse, or just different?"Megan Mcardle's piece on retirement in this month's issue of Atlantic Monthly should be required reading for every boomer advisor. Finally, something new and unique...
May 28, 2008
Add exit planning to your arsenalThis week's tip comes to us from John M. Leonetti, managing director of Pinnacle Equity Solutions, a Boston-based training and consulting firm that specializes in...