More Than Words
By Mike PattonLarge organizations consist of many layers, from the CEO and the board of directors down to the client-facing advisor. Just like the game of telephone...
January 15, 2008
How Solos Can Keep From Being OverwhelmedOne of the more challenging aspects of being a solo practitioner is choosing what you will do and what you won't. Since time is our...
January 08, 2008
What Do the Big Firms Want in an Advisor?I'd like to deviate a bit from my journey and talk about a rarely discussed topic. Your opinion on the matter would be particularly interesting,...
January 04, 2008
What I'll Do Different in '08With the New Year here we are presented with an opportunity to reflect on the past and make adjustments for the future. I know we...
January 01, 2008
Back Office DealRegistered investment advisors will have the option to outsource more of their back-office tasks, including "portfolio data management and performance reporting," after the back-office service...
January 01, 2008
Up to the ChallengeBoomers have come of age to retire and that event, alone, has sparked an epiphany. Until we took notice of the fact that the oldest boomers...
December 21, 2007
What's a Tax Engineer?Well, the year is coming to a close and my focus is turning to 2008. Many of my objectives have been accomplished but there are...
December 17, 2007
Should We Ask More Questions of Clients?In my last blog, I discussed getting clients engaged in the implementation process. This week, I'd like to talk a little about the planning process...