The DOL Says “Clean It Up!”

On Wednesday, there were quite a few articles (including this one from FA Magazine) that hit my inbox regarding the Financial Service Institute’s (FSI) response to the Department of Labor’s […]

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Simple Ways to Guard Against Data Thieves

Jan 29, 2013

Is it me, or does it seem like we’re always hearing about “XYZ” financial institution or government agency being hacked? Even FINRA recently issued guidance resulting from an increasing number of […]

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The Future of Your Advisory Practice…and Your Future Clients

Jan 24, 2013

Consider this: • 35% of the average advisor’s book of business was made up of clients over the age of 67. (Source: Rydex / SGI, February 2008) • 60% of […]

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Futurewealth: Stepping into the Communication Age

Jan 22, 2013

“I’m a big fan of money. I like it, I use it, I have a little. I keep it in a jar on top of my refrigerator. I’d like to […]

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What to Do When You Get a Referral

Jan 17, 2013

The following is a guest blog post from Stephen Wershing, President of the Client Driven Practice, LLC, a firm that specializes in coaching financial advisors on creating referral marketing plans […]

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Advisors: Who Is Your GPS, Part II

Jan 15, 2013

Not a month goes by without at least a few emails from readers (new and old), commenting on a post that I wrote 18 months ago. The post, “Advisors: Who […]

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Advisor or Business Owner? You Tell Us.

As an independent financial advisor, your time is divided. Sure, you’re advising clients – but you often find yourself playing business manager, human resources director, technology officer and more. (No wonder you’re […]

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Is Your Book Ready for 2013?

I hope each of you enjoyed ringing in the New Year and are rested, refreshed and ready for 2013. I am still shocked and disappointed in my third-place finish in […]

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Ugly Sweater Winner Crowned.

Dec 24, 2012

Today was our annual ugly sweater contest, and I was robbed. (Third place, are you kidding me??) I mean, take a look at the pictures below! From our team to […]

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The Results Are In: Advisor Sentiment Quick Poll

Dec 20, 2012

At the end of each year, we ask you – our advisor clients and prospects – for your perspectives on the economy. How was your year? What’s on the mind […]

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