GOINGINDIE BLOG

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

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

By Steve Finkle, President National Brokerage Associates Administratively placing insurance for clients – especially those with special underwriting consideration – is a time-consuming task, regardless of the face amount.   You need to viagra the underwriting criteria of each carrier, and try to correctly match the risk to the carrier.  The APS (Attending Physician Statement) can [...]