Up and Out
By Mike PattonThere's a big difference between imagining independence and being independent. In the first few months of my new life as an independent advisor, I've had...
May 31, 2007
Bob's Big BlogWelcome to my new blog. It's not that I don't have enough to do out here in the wilds of New Mexico, but when IA...
May 27, 2007
Cost-Cutting CostsLow-cost initiatives can go only so far before they take on the aura--and problems--of cheapness: limited designs, sloppy contracts, poor service, etc.As the saying goes, ...
May 25, 2007
Awash in a Sea of PhDsThis was an important week, both in a long-term strategic sense and from a current perspective. On the strategic front, I spoke at an annual...
May 20, 2007
The Importance Of VisionWhile sitting in my eye doctor's office a few weeks ago, waiting for my eyes to dilate, I began to ponder vision and sight--words we ...
May 18, 2007
Writing Financial Plans; Creating a Marketing KitThis past week I presented my first financial plan as an independent. I analyzed several scenarios to determine the proper course of action for the...
May 16, 2007
Feeling Valued: The Dreaded Salary Raise DiscussionI get a number of employees who e-mail me seeking advice on the best ways to request a salary increase. I always find this request...
May 10, 2007
Adding Clients and Getting In Some ReadingThe term one armed paper hanger has taken on a new meaning this week. I gained another comprehensive financial planning client, which makes three total....
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