Free tools available to encourage LTC planning
By Jesse SlomeLong-Term Care Awareness Week (Nov. 4-10) is approaching and this is a great reason to communicate with clients and prospects. A new online LTC Industry Resource Center developed by the American Association for Long-Term Care Insurance provides
October 11, 2007
The Danger of Underpaying Non-Owner AdvisorsI just had a chance to look at the new 2007 Moss Adams Compensation and Staffing Study of Advisory Firms for my next column (the...
October 10, 2007
What Is a Financial Advisor?I know this blog is supposed to chronicle my journey to independence, but there has been a question rolling around in my gray matter for...
October 01, 2007
Your Assistance, Please!In this blog, I'd like to ask your help on a few important issues. As I enter my seventh month of independence, I find some...
September 29, 2007
Skeleton in My Closet: Does What You Wear Matter?For the past six years, my mentor has been quite forthright with me about the way I dress in professional settings. The problem he had...
September 23, 2007
Of Webinars and PostcardsLast week I wrote about my upcoming Webinar and some marketing plans. Here's how those two items have developed. Webinar Update The Webinar was held last Wednesday...
September 16, 2007
Marketing Plans, and a Monte Carlo WebinarIn this blog we'll cover a couple of different topics. I'll update you on my marketing efforts, provide information on a Webinar that you may...
September 10, 2007
Looking at Risk ToleranceIn my last posting, I discussed the importance of scalability. In keeping with this topic, this week I continued to refine the MS Excel risk...
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