1 visitor like this article | Viewed 2513 times | 0 comment
Summary: The affluent are certainly looking for the highest quality financial services. Investment management expertise is the reason they engage financial advisors. In many situations, the ability to obtain advanced planning services—wealth enhancement, estate planning, asset protection planning—is also a major draw.
0 visitor like this article | Viewed 2508 times | 0 comment
Summmary: As a young hockey player growing up, we all wanted to be our best. We defined the best at that time as the “Great One” Wayne Gretzky. As we studied and watched Wayne weave his magic, we realized that he plays a different style of game, which is not for everyone. Wayne and his team had an offensively aggressive style of play that worked well for them and led them to 5 Stanley Cups.
1 visitor like this article | Viewed 2430 times | 0 comment
Summary: Two hundred and forty years ago this July, Thomas Jefferson wrote that America was declaring independence in the belief that basic human rights include “Life, Liberty and the pursuit of Happiness.”
1 visitor like this article | Viewed 2506 times | 0 comment
Summary: It used to be that Twitter users were focused mostly on getting the highest number of account holders to follow their string of tweets. While a certain bulk of followers will always be important, it takes more than just a mass following to be considered influential on the 140-character social media platform.
0 visitor like this article | Viewed 2553 times | 0 comment
Summary: Conferences are a great way for financial advisors to hear about best practices from thought-leaders, learn about the latest products and services available, and stay connected with peers and engaged with the industry. Here are 4 tips to help you maximize your conference return-on-investment (ROI).
