GOINGINDIE BLOG

by Marty Telles The marketing function in the typical small to mid-size advisory practice tends to be viewed as a secondary priority.  Some of the reasons given; “No tangible result”, “we’re not marketing people’, “It’s all about performance”, “We do it when we have time” – to name a few.  Further, advisors generally focus on [...]

Source: E-Myth.com A great post from E-Myth.com about the importance of working on your business, not just in it. http://www.e-myth.com/cs/user/print/post/4-systems-to-eliminate-distraction allegra generic

by Marty Telles Scenario You are sorting out the things you will need so that you can continue doing business while transitioning your practice from ABC wirehouse to the independent model.  One of the top 3 items on that “sorting list” is financial planning software.  Your business relies on providing a formal financial plan to [...]

By Victoria Bowen At this time of year many of us take stock of our business and often make decisions and take some form of action in the New Year. Common thoughts, for Advisors who have built their practices within the walls of a national or regional wirehouse or insurance company, center around, among other [...]

Giving thanks is not only important on Thanksgiving, but as a way of life.  Being grateful, science asserts, can make you happier, healthier and wealthier. Find out more, by reading this great article  “Gratitude Makes You Healthier and Wealthier, Scientists Say” courtesy of Horsesmouth