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By Bill Miller |
April 25, 2012
One of the good and bad things about being a product wholesaler is that you get to meet a lot of different financial advisors.
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By Bill Miller |
March 26, 2012
“Don’t you think,” I asked the broker, “if you can reposition someone’s portfolio to match any given model with a couple of clicks, that eventually the technology will be available for your clients to do something similar?”
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By Bill Miller |
February 24, 2012
If you’ve traveled in the financial world for any length of time, I bet you’re pretty good at picking financial advisors out of a crowd.
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By Bill Miller |
February 1, 2012
Being a financial advisor can be a tough gig.
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By Bill Miller |
December 26, 2011
Who in their right mind wouldn’t want to be a financial advisor? The money, the exotic “award” vacations and the freedom of running your own business are just a few of the reasons many are drawn to the career. It’s one of those jobs that outsiders look at and say,...
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By Bill Miller |
November 23, 2011
What’s in a name? Experts tell us that picking the right name (for your firm) can be crucial when it comes to marketing and branding your new empire. What you call yourself can definitely sway people’s first opinion of you. Think about it … would you buy ice cream...
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By Bill Miller |
October 26, 2011
Any successful financial advisor will tell you they are always looking at ways to meet new potential clients. The problem is, after a while, you’ve pretty much tried every possible method of prospecting known to man. As sometimes happens with me, I’ll be standing there minding my own business when,...
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By Bill Miller |
September 29, 2011
When I was in training to be a financial advisor the world was a different, safer place. I was taught the adage, “It’s not about timing the market; it’s about time in the market.” Much like being in a cult, this sage piece of advice was burned into my...
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By Bill Miller |
September 1, 2011
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By Bill Miller |
July 26, 2011