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]
February 14, 2011
Building Processes and Procedures, Part III: CRM and Client Segmentation
February 07, 2011
Step One in Building Processes and Procedures: Making the List
January 30, 2011
A Key Element in Starting Your Own RIA Firm: Building Procedures
January 17, 2011
Gaining Clients, Part II: Making Your Office Communicate ‘You’
January 10, 2011
Gaining Clients: What I Do at a First Client Meeting
December 27, 2010