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By Mike Patton |
November 22, 2010
Mike Patton discusses how he's enhancing his website, and how he updates financial plans with an eye toward life insurance.
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By Mike Patton |
June 1, 2009
When you consider the financial planning industry as a profession, the future is extremely bright. This is partly because the financial planner is the only...
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By Mike Patton |
June 8, 2008
What a week! I had several appointments that were very productive. I was also working feverishly to tie up some loose ends before I set...
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By Mike Patton |
January 21, 2008
Last week was a very interesting one. It consisted of appointments with prospective clients, centers of influence, and a business trip to California. What was...
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By Mike Patton |
September 23, 2007
Last week I wrote about my upcoming Webinar and some marketing plans. Here's how those two items have developed. Webinar Update The Webinar was held last Wednesday...
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By Staff Writer |
September 1, 2007
Recently, a client brought a life insurance illustration to me that he had received from his insurance agent. The insurance company illustration projected that if...
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By Marlene Y. Satter |
July 1, 2000
With change as its theme (and cheese as its metaph
