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In this Issue: Cover Story

2008 Boomer Advisor of the Year — Peter Mallouk2008 Boomer Advisor of the Year — Peter Mallouk
By John Sullivan

Peter Mallouk has $700 million in assets under management after only 10 years in the business. You might say he was born to be an advisor, but you’d be wrong. His road to success is one less traveled, but surprisingly, offers valuable lessons you can use to build your own business.

Past Issue Cover Stories:

Apr: See Jane’s $1.3 billion strategy
Mar: 2008 Practice Management Reader Survey results
Feb: Bypassing the broker/dealer — What Charlie Farrell knows
Jan: Show your client the exit
Dec: Forward thinking five
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    Article Library
  •   Raymond James’s Andrew Gotfried — Sage advice on portfolio protection, By John Sullivan
  •   Evaluate a coach’s worth, By Mike Werling
  •   Rethink what managed accounts offer, By David Port
  •   Don’t pull the plug on health care planning, By John Sullivan
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    Join the Discussion

    Posted: May 12, 2008
    Board: Annuities
    Re: The most powerful blow to the fixed annuity industry ...
    "You mentioned that 6 states (including Mass.) are taking the action against independent agents. Who are the other 5?"

    Alabama, Mississippi, Flori...
    Continue Reading This Post
    Posted: May 12, 2008
    Board: Annuities
    Re: Common annuity misconceptions in the press
    Well said!!!!. Can you also send me a copy of the article "Turning the fixed annuity critic into an advocate". Thanks for your insight!!
    Continue Reading This Post
    Posted: May 12, 2008
    Board: Annuities
    Re: Annuity world sounds Investor Alert on NASD/FINRA Inv...
    I'd appreciate it if you would forward a copy of the "American Annuity Advocates Consumer Interest Questionnaire " mentioned in the article. I think the various articles that you have writte...
    Continue Reading This Post
    Posted: May 12, 2008
    Board: Annuities
    Re: Common annuity misconceptions in the press
    Please send our office a copy of your article "How to Turn the Annunity Critic into an Advocate"
    Financial Care Consultants
    Continue Reading This Post
    Posted: May 12, 2008
    Board: Annuities
    Re: The immediate annuity as a wealth building tool
    Fantastic ways to increase a client's income! Not bad earnings oportunity for the agent either.
    Continue Reading This Post

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