Mike Patton
Mike Patton, CFP, is president of Integrity Wealth Management, based in Baton Rouge, LA. He is a long-time contributor to Investment Advisor magazine and ThinkAdvisor. he can be reached at [email protected]
June 13, 2016
The Benefits of My Chosen Financial Planning Software
June 06, 2016
First Steps When a Client Couple Divorces
May 31, 2016
Adding Value After the Death of a Client’s Spouse
May 16, 2016
Why Clients Leave an Advisor
April 25, 2016
Helping Your New Client Get Comfortable
April 18, 2016