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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 10, 2008
    Board: Annuities
    Re: The immediate annuity as a wealth building tool
    Great Stuff!!!!
    Continue Reading This Post
    Posted: May 9, 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?
    Continue Reading This Post
    Posted: May 9, 2008
    Board: Annuities
    Re: The most powerful blow to the fixed annuity industry to
    MANY AGENTS ARE RESIGNING FROM BROKER DEALERS BECAUSE OF THEIR EFFORTS TO REGULATE THE FIXED INDEX ANNUITY BUSINESS. IF THE NASD IS SUCCESSFUL IN HIGHJACKING THE FIXED ANNUITY BUSINESS WITH THEIR TACT...
    Continue Reading This Post
    Posted: May 7, 2008
    Board: Annuities
    Re: Common annuity misconceptions in the press
    please send a copy of your turning the fixed annuity critic article
    Continue Reading This Post
    Posted: May 7, 2008
    Board: Annuities
    Re: Annuity world sounds Investor Alert on NASD/FINRA Inv...
    I would like the annuity study and investment risk questions
    Thank You
    Continue Reading This Post

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