Pieces of a great presentation
By Staff WriterEvery speech or presentation should have an objective, something that keeps the entire thing on track. Without it, an audience is treated to a rambling, incoherent string of thoughts or, worse yet in a financial seminar, an information dump -
June 01, 2008
The new kid in townIt's hard enough to build name recognition in an area where you've lived for years - imagine the challenge after moving 1,500 miles to a community where no one knows you. Katy Cushman, President of Cushman Insurance Solutions of Fayetteville, Ark.,
June 01, 2008
The planner's perspectivePatrick Dougherty, CFP and owner of financial planning firm Dougherty Financial Services in Dallas, Texas, routinely discusses LTCI with his clients, but he doesn't sell LTCI. "I do the planning and asset management, and I bring in specialists for
June 01, 2008
New report names most useful baby boomer WebsitesAs boomer advisors know, anyone can crunch numbers and develop a retirement plan. It's superior service and the added-value you bring that truly separates you,...
June 01, 2008
The new kid in townIt's hard enough to build name recognition in an area where you've lived for years - imagine the challenge after moving 1,500 miles to a community where no one knows you. Katy Cushman, President of Cushman Insurance Solutions of Fayetteville, Ark.,
June 01, 2008
How to get your part of the largest wealth transfer in historyBoomers have money and still want to change the world. This simple "A" plus "B" equation means the "C" is a potential revenue source for...
June 01, 2008
Boomers and McCain - Old and in the way?Regardless of what you think of his politics, is John McCain too old for the Whitehouse? Most political talking-heads agree the question is a political...
June 01, 2008
Estate Tax Reform: It's Time for ActionThe discussion of the estate tax--or as some have labeled it the "death tax"--stirs up strong feelings, especially in our business. I loved Warren Buffett's ...
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