Investing

Providing holistic advice requires coupling of skill sets

Every successful company has a CEO who provides leadership, direction and coordination to the overall business. And that CEO is usually supported by a strong team of executives with distinctive skills, who work closely to build the business. Imagine the mess if there were no direction or coordination, and if each member of the team […]

By Tom McCullough |October 1, 2009

3 min read

Assigning jobs to retirement portfolios

Over the next few years, you’ll see a tidal wave of prospects looking to you for retirement solutions. Will your business sink under the weight of stale retirement concepts or will your book ride the retirement wave using innovative ideas and expert research? Some advisors may choose to retest their clients’ appetites for risk with […]

By Keith Pangretitsch |August 19, 2009

4 min read

Why process is important

I know a few financial advisors who are transitioning their practices to an advice-first approach. One elected to make the change because she felt she would earn more money in the long run. Another believes he will be able to do a better job for his clients, which in turn will make it easier for […]

By John Page |April 2, 2009

4 min read

Tracking error: Blythe’s best of the blogs

Sometimes it takes a crisis to capture just how much things have changed. A few years ago, most blogs were highly personal, often very political, takes on the world. Many were written by well-known journalists; many more were written by anonymous axe-grinders. But as the financial crisis has accelerated, so has the proliferation of financial […]

By Scot Blythe |March 27, 2009

5 min read