1 visitor like this article | Viewed 3445 times | 0 comment
Summary: The affluent are certainly looking for the highest quality financial services. Investment management expertise is the reason they engage financial advisors. In many situations, the ability to obtain advanced planning services—wealth enhancement, estate planning, asset protection planning—is also a major draw.
0 visitor like this article | Viewed 3499 times | 0 comment
Summmary: As a young hockey player growing up, we all wanted to be our best. We defined the best at that time as the “Great One” Wayne Gretzky. As we studied and watched Wayne weave his magic, we realized that he plays a different style of game, which is not for everyone. Wayne and his team had an offensively aggressive style of play that worked well for them and led them to 5 Stanley Cups.
1 visitor like this article | Viewed 3368 times | 0 comment
Summary: Two hundred and forty years ago this July, Thomas Jefferson wrote that America was declaring independence in the belief that basic human rights include “Life, Liberty and the pursuit of Happiness.”
1 visitor like this article | Viewed 3441 times | 0 comment
Summary: It used to be that Twitter users were focused mostly on getting the highest number of account holders to follow their string of tweets. While a certain bulk of followers will always be important, it takes more than just a mass following to be considered influential on the 140-character social media platform.
1 visitor like this article | Viewed 3354 times | 0 comment
Summary: In their new book, The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life, released this week, top advisors Ron Carson and Scott Ford share their disciplines and career successes to help business owners achieve a better work-life balance. But the book also takes shots at the advisory industry, calling for increased transparency, more responsible profit margins, fewer shortcuts in planning and better communication with clients.
