My Practice

Sales and Marketing >>

Anton J. Anderson
Connecting with CPAs — the new reality
Article posted by Anton Anderson
Look for ways inside your practice to build this type of team-based relationship with your clients and other professionals. Even if you aren’t the “most trusted advisor,” you can still benefit from an increased closing ratio, more efficient model and additional planning opportunities.

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Technology >>

David Shields
5 ways to take advantage of the iPad to write business
Article posted by David Shields
Here are five ways to take advantage of the iPad for business that you never would have thought possible before.

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Practice Management >>

Ernest Falkner III
Artificially intelligent agents: Who will recruit Siri?
Article posted by Ernest Falkner III
This techno-threat should serve as a wake up call for today’s agents to incorporate and promote their unique human value into their current process as soon as possible.

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Prospecting >>

Alanna Ritchie
An emerging niche: seniors starting small businesses
Article posted by Alanna Ritchie
With the economy coming out of a recession and many people transitioning to a new work life, older professionals are using their knowledge and experience to join the start-up movement. You can prepare for advising and selling to this unique consumer market of senior small-business owners by learning about the stages these businesses go through as they develop.

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Social Media >>

Bill Coffin
9 reasons why Alan Greenspan is wrong about everything
Article posted by Bill Coffin
Alan Greenspan is famously gloomy on the U.S. economy these days. New York Life's John Kim begs to differ.

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