Browse My Most Recent Articles

December 20, 2012
How advisors can attract additional assets utilizing college planning

August 29, 2012
Competing with cyborgs: How computerized trading is destroying retirement accounts

November 21, 2011
Whole life insurance: a simplified college savings plan

October 26, 2011
Retirement income in question: BDCs and MLPs deserve attention

May 30, 2011
Social media marketing tools for financial advisors: Socialware emerging as leader

May 16, 2011
Beyond domestic: broker/dealers and alternative investments

April 20, 2011
Investing in agriculture: Why farmland is an emerging favorite with the affluent

April 4, 2011
Retirement income solutions: managing longevity risk for baby boomers

March 14, 2011
Attracting affluent clients through the use of private placement insurance

January 13, 2011
When will alternative investments get a permanent seat at the table?

December 10, 2010
How financial professionals can help clients outlive their income

September 24, 2010
Attracting affluent investors: Use Saks, not Walmart strategies

August 18, 2010
How financial advisors can significantly grow their business by targeting 401(k) plans

June 2, 2010
How to develop a network of senior care and service professionals

April 27, 2010
A winning equation: Become a life advisor; avoid phase locking

February 1, 2010
Helping retirees establish a retirement income planning process

January 5, 2010
Retirement plans for small business owners

November 25, 2009
10 ways financial advisors can attract baby boomers in 2010

October 16, 2009
Through adversity comes innovation, Pt. I

October 8, 2009
Baby boomer marketing: Where do I begin?

August 12, 2009
Retirement arbitrage: Boomers head south to enjoy retirement

July 20, 2009
Critical conversations: Baby boomers taking responsibility for aging parents

June 17, 2009
Create memorable events for the mature market

May 26, 2009
Riding the baby boomer wave: Finding new ways to market your practice

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