The Retirement Asset Tsunami: Sink or Swim

Last week, I participated in a webinar discussing “Fresh Directions in the Retirement Market.”  There was some really good information on retirement income products, as well as tips on taxes […]

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What Side of the Ledger Are You On?

Mar 28, 2012

As with last year, PriceMetrix has put out another great report, “The State of Retail Wealth Management.” Due to the sample size (3 million investors, 500 million transactions, 1 million […]

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Is LinkedIn the Missing Link in Your Growth Strategy?

Mar 15, 2012

A few months back, I wrote a post called “Holiday party small talk; don’t say you are a financial advisor.”  The post generated quite a lot of comments, both positive and […]

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Financial Advisor Blogging 101

Mar 13, 2012

According to a Spectrem Group study from August 2011, nearly one-third of investors worth $5 million or more say they either read or would read blogs by trusted financial advisers. […]

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Your Morning Cup of Links: Segment, Know Thyself, and Evolve

After a couple weeks of speaking at conferences and meeting with advisors, I’m finally  back in the office and ready for a coffee break.  It’s also my chance to dig […]

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Check Yes for an Efficient Advisory Practice

Last night, I was in a fit of exasperation with my two young sons (ages 5 and 7). It seems that they “forgot” that they have to brush their teeth […]

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Getting Your Future Clients in the Door (No Crystal Ball Required)

Feb 28, 2012

If we could predict the future, I would bet many of us would not be working today (I’m thinking some place tropical, on the beach and lots of umbrella drinks. […]

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Olympic Gold Winners: What’s Their Secret?

Feb 21, 2012

The following article is a guest post by Ellen Rogin, CPA, CFP® – a wealth advisor, abundance activist,  and a nationally-known expert on living a life of success and prosperity. What if […]

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Your Morning Cup of Links: Women and Advisors

Feb 16, 2012

I just saw the results of a survey from Hearts and Wallets that says women are the sole head of 32% of U.S. households, an 18% increase throughout the past five […]

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Would You Buy Your Own Book?

My February calendar has become an endless list of flights, hotels and speaking assignments at conferences. The locations are great (Florida twice, Las Vegas, Dallas, etc.) but I rarely see […]

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