Mike Patton

About the Author

Mike Patton

Mike Patton, CFP, AEP, is founder and president of Integrity Wealth Management, an RIA firm in Baton Rouge, La. In addition to his regular blog for AdvisorOne.com, Mike has written a series of articles in Investment Advisor magazine detailing his Road to Independence from wirehouse and bank broker to fee-only independent RIA. 

• Another Economic Crisis Brewing? How to Protect Client Portfolios

  By Mike Patton  |  June 17, 2013

  Here’s part of my solution to protect client portfolios in the event of another market and economic crisis.

• When Prospecting for New Clients, First Assess Their Personalities

  By Mike Patton  |  June 10, 2013

  In my experience, here are three major personalities exhibited by prospective clients. Here's how to spot them and how to handle them, to your satisfaction and theirs.

• Prospecting for New Clients: Do’s and Don’ts

  By Mike Patton  |  June 3, 2013

  Be sure that the client knows who’s important during the meeting, and make sure you show it.

• Sometimes It Pays to Beware of Newcomers

  By Mike Patton  |  May 29, 2013

  Be careful when signing long-term contracts—those lower annual payments could cost you in the end.

• Lessons From Losing a Client

  By Mike Patton  |  May 20, 2013

  Recently, I lost what I thought was a good client. In this post, I'll explain why and share the lesson I learned.

• What May Come Next From the Craziest Market in Recent History

  By Mike Patton  |  May 13, 2013

  Can the stock market continue to climb and shrug off bad news, or are we just picking up nickels in front of a bulldozer?

• Protecting Your Clients From Risk in Reverse Convertibles

  By Mike Patton  |  May 6, 2013

  In a recent post I mentioned that I was buying reverse convertibles to capture yield. Of course the question of risk arose—What happens if the price of the stock falls below its buffer?

• Challenges of a Growing Practice: Managing Portfolios

  By Mike Patton  |  April 29, 2013

  Whether you outsource money management or not, at least segment your client base.

• Viewing Financial Planning Through the Lens of Risk Management

  By Mike Patton  |  April 22, 2013

  In planning for my clients, I view all I do through the lens of risk management, and I'm not limiting myself to insurance.

• How to Manage Client Expectations When the Markets Are Soaring

  By Mike Patton  |  April 15, 2013

  When the overall stock market is soaring, you’d better have a plan to educate your clients about risk and reward, and goals.