Up Front
Who said that independent advisors are lone wolves?...
That's Life
Sometimes clients no longer need their life insurance policies or can no longer afford to continue them, especially as they recover from the economic crisis....
Coach's Corner
If you're happy and you know it ... so do others....
LTCI Insider
I need to generate more referrals but feel uncomfortable asking for them. Can you suggest a method to encourage my clients to provide them?...
Annuity Advisor
An agent told me a story of a retired client who formerly had an investment portfolio worth a little over $4 million, from which he was withdrawing $200,000 a year....
Marketing Playbook
You pride yourself on the fact that most of your clients had not lost a penny before March of 2009 and likely will have positive returns in 2009....
Ethics in Action
Full disclosure: Since 2008, National Ethics Bureau has been sponsoring affordable errors and omissions insurance for low-risk advisors....
The Motivated Seller
From luxury automobiles to high-tech electronics, the phrase "made in Japan" is synonymous with quality and reliability....
The Close
Enormous challenges are ahead of us....