How Clients Help Motivate Us
By Mike PattonTwo things seem clear to me. First, there are a limited number of ways people are motivated and second, individuals are motivated differently. Recently, I...
July 20, 2007
What a Difference a Week MakesIn my last blog I wrote about the feeling of being overwhelmed by all of the tasks set before me. As we all know, if...
July 13, 2007
Define What Needs to Be Done, Then Do So EfficientlyI find myself swimming in a sea of complexity; much of it is my own doing. As the initial momentum of starting a business has...
July 11, 2007
Industry Magazine, Marketer and Major Insurance Company Announces Joint Charity - Gives $10,000 Back to the Senior CommunityJuly 11th, 2007 (Centennial, Colo.) - Senior Market Advisor and Unkefer & Associates, Inc. have teamed up to create a Senior Charity Ride scheduled to take place August 22-24, 2007 at Senior Market Advisor Expo held at Wynn Las Vegas. The goal is to
July 10, 2007
Industry Magazine, Marketer and Major Insurance Company Announces Joint Charity - Gives $10,000 Back to the Senior CommunityJuly 11th, 2007 (Centennial, Colo.) - Senior Market Advisor and Unkefer & Associates, Inc. have teamed up to create a Senior Charity Ride scheduled to take place August 22-24, 2007 at Senior Market Advisor Expo held at Wynn Las Vegas. The goal is to
July 10, 2007
NAPFA's NewsAbout a year or so ago, I was having lunch with an attorney friend of mine with whom I often play golf. We got to...
July 05, 2007
The Source and Structure of FeesWe had some good discussions in this space over the past few weeks about the frequency of the advisor fee deduction. This week I'd like...
June 29, 2007
Good Points, But Not THE PointAfter reading the comments on my first two posts about "who owns advisory clients," I have to say that you all make good points, but...
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