Andrew
Gluck
Concierge Marketing For Financial Professionals
Advisor Products and Constant Contact have teamed up to provide financial professionals a concierge marketing service. Outsource all your marketing to pros High-touch, high-tech service Timely educational campa... more »
  • Recent Posts
  • Recent Comments


Bruce Schneider
Choices
Many of us walk around feeling like we have limited choices in many aspects of our lives. Take notice of how many times a day you say the words have to, should, and need to. Whenever you feel like you must do som... more »

Sharon
Hoover
Biased? Who, Me?
Yes, you! In the February Harvard Business Review, Campbell, et. al. wrote an article entitled, "Why Good Leaders Make Bad Decisions." Their premise is that we are all set up (neurologically - we just can't ... more »

Frank
Maselli
Instrument Flying
Instrument Flying Back in flight school, my instructor told me “Your body will lie to you…don’t trust it!” When you think you’re flying straight and level…you could actually... more »

Scott
Farnsworth
Good Fences, Good Neighbors, Sad Story
What’s the appropriate way to thank a neighbor you just met who spends two long days helping you build a fence and who won’t accept any payment?  That was my quandary. Bob and Mary Lane have a bea... more »
Translating Good Ideas Into Action
By Spenser Segal, ActiFi CEO I was at the FPA Business Solutions conference last month and thought that it was an excellent conference. There were many informative speakers who shared some very practic... more »

Bruce
Peters
Twitter Speak
Congrats to Andy Gluck for launching the “Financial Crisis Webinar Series,” featuring recognized pros presenting valuable insights and information in a real-time platform. I’ve found them all helpful, but ... more »

Nancy
Kline
Equality
You cannot produce this level of invitation and safety for your clients to tell their stories unless you regard them as your thinking equal. As the professional mind, you are not the superior mind. Your clien... more »