KonnexME - connect every part of your practice together

Retirement

Retirement strategies >>

Dan McGrath
Physician shortages and Medicare: A one-two punch for your clients
Article posted by Dan McGrath
With the largest segment of our population knocking on Medicare’s door, the timing of this simply could not be worse. We expect to see an ever-increasing demand for physician services and a growing number of doctors who are no longer willing to see Medicare patients.

More from Retirement strategies

Investments >>

Kevin Startt
A tangible storytelling example to help you sell complicated products
Article posted by Kevin Startt
Here’s one simple idea using a simple tool — the tape measure. This idea will cost you a whole two-dollar bill, but I've seen advisors use this to make $2 million in sales.

More from Investments

Retirement plans >>

Rodney Ballance
Dave Ramsey is making me a wealthy man
Article posted by Rodney Ballance
“Dave Ramsey is making me a wealthy man,” said the friend whom I thought I knew so well. I couldn’t believe my ears.

More from Retirement plans

Economy >>

Jeff Reed
Bridging the retirement gap with life insurance
Article posted by Jeff Reed
Our clients are not saving enough. Layer on top the increased tax rates and the possibility of higher rates in the future, and the stage is set for the one industry that can really step in and help them bridge the gap — the insurance industry.

More from Economy

Regulatory >>

Robert Kerzner
Advisors matter
Article posted by Robert Kerzner
Throughout the world, legislators and regulators are banning commission-based advice. Even here is the U.S., there has been much discussion about instituting a universal fiduciary standard, which would effectively ban commission-based advice. The problem is, our research has shown that most people are willing to far less than the cost of providing that advice.

More from Regulatory