My Practice >>

Michael Goldberg
Networking the right way: It's a process
Article posted by Michael Goldberg
​What is your process? Do you even have a process? Do you know how to work a room? Are you confident when speaking with people you don't know? How do you start a conversation? End a conversation? Escape from a conversation? These are all things to consider when you show up to an event.

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Life >>

jberson
Don't die in the saddle — succession planning for financial advisors
Article posted by Jeffrey Berson
Thinking ahead is a cardinal rule of business. In addition to monitoring the daily operation of your business, you need to think about the future. We ask our clients to do this, so why shouldn’t we? And as difficult as it may be, it’s important to envision the day when you no longer will be in charge.

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Annuities >>

Vanessa De La Rosa
10 proven ways to market annuities
Article posted by Vanessa De La Rosa
A multitiered marketing strategy makes lead generation and branding much, much more effective.

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Retirement >>

Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.

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Health >>

Tye Elliott
Small businesses are making smart choices: Brokers can help employers adopt best practices
Article posted by Tye Elliott
Recent changes to the way employers think about health insurance have led many business leaders to focus on how their company can control costs and stay competitive, which at times comes at the expense of the workforce. However, brokers may have experienced that small-business clients are doing a few things right when it comes to providing smart health insurance options for employees.

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