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GOINGINDIE BLOG

4 Systems to Eliminate Distraction

~January 27th, 2012

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

A Practical Perspective of Financial Planning Software Selection

~January 13th, 2012

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 [...]

Tis the Season- To Think About Your Practice’s Future

~December 17th, 2011

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 [...]

Gratitude Makes You Healthier and Wealthier

~November 20th, 2011

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

Technology Assist: New Methods that Simplify Placement of Insurance

~November 14th, 2011

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 [...]

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