You don’t have to know everything there is to know about long term care insurance to help investors figure out is this is the right option for them.

You can proctect a financial flanning practice with non compete agreements, or you can work smarter with confidentiality agreements.

An Eaton Vance survey on individual investos shows uncertainty among investors as to the value that financial planners add.

Transitioning from a commission to a fee based financial practice carries one likely risk: getting caugght somewhere in the middle, and missing the opportunity to maximize the value of the financial planning practice.

Investors have lots of advisors: bankers, layers, accountants. Why would they turn to you when estate issues arise because of a death in the family? Because you actively positioned yourself as the go to guy.

Insight and color on why female financial planners are, by one important measure, much more successful than their male conterparts.

Is software that lets investors, and their advisors see all of thier accounts, no matter where they might be custodied a good thing or a bad thing. It’s probably a good thing for everyone, and may just turn wealth management services on their ear someday.

Don’t like all that touchy feeling introspection that goes with goal setting? Try this black box approach.