Conference crazy
By Daniel WilliamsI had lunch with a successful advisor yesterday and the subject of conferences came up. Our annual conference, Senior Market Advisor Expo, is August 20-22 this year in Orlando, and this advisor hadn't yet signed up. I wanted to know why.He set his
May 05, 2008
Securing your client's retirement future from the cost of long-term care - Part IIIn addition to not wanting to be a burden on their family, a key reason people buy long-term care insurance is the freedom of choice as to where and how care will be provided. And, the only way to ensure this freedom is to make provisions for a
May 05, 2008
Win Some, Lose SomeThis week I travel to North Carolina to speak at a national conference for Fiduciary 360, a company based in Pittsburgh that is dedicated to...
May 04, 2008
Securing your client's retirement future from the cost of long-term care - Part IIIn addition to not wanting to be a burden on their family, a key reason people buy long-term care insurance is the freedom of choice as to where and how care will be provided. And, the only way to ensure this freedom is to make provisions for a
May 04, 2008
Dodge City ReduxAlthough the subprime meltdown seems to have been going on forever, it's only since the beginning of 2007 that many companies have been taking impossibly ...
May 04, 2008
It's Time For Treasury To Have A RoleThe release of the Treasury Blueprint for a Modernized Financial Regulatory Structure has generated a significant amount of reaction from supporters and opponents of an ...
May 02, 2008
Raising growth capital in 2008 and beyondAfter over two decades of being an entrepreneur, and advising other entrepreneurs and growing companies, I have found one recurrent theme running through all of these businesses: Capital is the lifeblood of a growing business. In an environment
May 02, 2008
Understanding the different types of investorsMost investors fall into at least one of three categories: emotional investors, who invest in you out of love or a relationship; strategic investors, who invest in the synergies offered by your business (based primarily on some non-financial objecti
Commentary