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Read the article now...Monday, July 27, 2009
Practice Management
Being a financial professional requires a diverse set of business skills. This section is devoted to providing insight and information on serving diverse constituencies while promoting solid business practices that will enhance the productivity and profitability of financial services professionals.
The Importance of Mentoring - Part Two
In Part 2 of this insightful segment featuring Thomas L. McLeary, CLU®, President of Endow, Inc. and James H. Lowry, Senior Advisor with the Boston Consulting Group, moderated by Larry Barton, Ph.D., the essential qualities needed by young professionals, the importance of recruitment and ways to market the appeal of the financial services industry are discussed.
Recent Practice Management Videos
Dr. Larry Barton speaks with Tom McLeary and Jim Lowry about the importance of mentoring for African-American financial services professionals.
Professor Ted Kurlowicz discusses preserving the assets owned by an individual with special needs.
Glenn Meyer, founder of the GDM Advisory Group, discusses integrating various aspects of financial planning into an organization.
Professor Mary Quist-Newins discusses the problem of retention in the financial services industry.
Glenn Meyer, founder of the GDM Advisory Group, discusses maintaining a successful organization during economic volatility.
Professor Glenn Stevick discusses the potential effects of regulatory reform.
Tom Virkler, Director of CPS Advanced Markets discusses term policies in a 1035 exchange.
Professor Mary Quist-Newins discusses the results of new research from The American College.
Kevin Lynch, Assistant Professor of Insurance, discusses how increased taxes affect the nation’s ability to save.
Tom Virkler, Director of CPS Advanced Markets discusses the benefits of a 1035 exchange.