Disaster Preparedness
By Staff WriterOn September 22, 2003, I left my office for the day, with a full schedule charted out for the next few weeks, including client meetings...
March 01, 2004
Heaven or HellFinancial advisors love joint ventures. They are perceived as a low-cost, low-risk way to expand an advisory business, and some firms have "proved" this theory...
March 01, 2004
Once Burned, Twice ShyWill the economy keep getting stronger, or are we in for a double-dip recession as in 1981-82? Will the market keep moving up, or will...
March 01, 2004
Mortgage MessOver the past few years, numerous advisors, independent broker/dealers, and brokers have formed relationships with mortgage lenders to help serve their clients better and pull...
March 01, 2004
Take a StandWatching the Iraq air war cov-erage on CNN, viewers may have gotten the impression that our military has pilots who merely select a target, point,...
March 01, 2004
The E&O CrisisThe market may be up, but there are challenges aplenty facing advisors in the current regulatory climate. The Securities & Exchange Commission, National Association of...
March 01, 2004
So, Do You Want To Be Great?Jim Collins has great ideas about how you build a great business. Collins is not interested in telling you how to build a good company....