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]

May 31, 2011

Hey, Advisor, Are You a Sales Person?

May 23, 2011

My First Client Advisory Board Roundtable: What I Asked

May 08, 2011

What I Learned From My First Client Advisory Board Meeting

May 02, 2011

Firing Clients When They Become Too Directive: Why I Did It

April 25, 2011

Preparing for My First Client Advisory Board Meeting: Getting Targeted Feedback

April 11, 2011

Forming a Client Advisory Board, and Making a U-Turn on My CMS

April 04, 2011

My Fourth Anniversary as an Independent Advisor: Lessons Learned, Next Steps

March 28, 2011

When Insurance Agents Lie to Your Clients: A Morality Tale

March 21, 2011

Why and How I Use Individual Bonds in Client Portfolios