Mike Patton

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  The Elevator Speech That’s Sure to Fail: New Genworth Practice Management Book

  By Joyce Hanson, AdvisorOne  |  May 3, 2013

  Consider two financial planners, both of whom specialize in working with doctors, making their 'elevator speeches' at a cocktail party after a medical conference. Which pitch works best?

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  The U.S. Tax System: How Did We Get Here? Pt. 2, the Middle Years

  By Mike Patton  |  March 12, 2013

  From the first U.S. default during the Revolutionary War to the first income tax during the Civil War to the 16th Amendment, taxes have been a source of contention.

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  Smart Tax Planning Now: 20 Days of Tax Planning Advice for 2013

  By James J. Green, AdvisorOne  |  March 1, 2013

  For the third year in a row, we present tax planning advice throughout the month of March to help you, and your clients, deal with tax season.

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  How’d I Do? 2012 Performance of My Top Mutual Funds and ETFs

  By Mike Patton  |  January 21, 2013

  Using my Fiduciary Scorecard tool, I assess how well my chosen mutual funds and ETFs performed last year in their peer groups.

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  Talking ‘Bout My Generation

  By Bob Clark, AdvisorOne  |  January 21, 2013

  Some 20 years ago, financial editor and writer Joe Nocera (now an op-ed columnist for The New York Times) explained to a group of us editors at Worth Magazine why our baby boom generation had gotten a bad rap for being such profligate spenders: “We grew up during the 1970s,...

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  Monte Carlo Simulation: Beware of This Mistake, Advisors!

  By Mike Patton  |  November 19, 2012

  Many advisors are using Monte Carlo; many are using it incorrectly. Keep GIGO in mind, to begin...

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  Calming Client Stress; Managing Risk With Managed Futures: November Investment Advisor—Slideshow

  By Editorial Staff  |  October 25, 2012

  Believe it or not, good news in the financial industry may be making your clients feel more stressed out.

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  Advisors’ 5 Seasonal Investing Tips for Clients

  By Dan Berman, AdvisorOne  |  September 4, 2012

  Advisors, offering some basic tips, say the biggest mistake people make is not planning their spending for summer, and even Christmas, early in the year.

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  Scottrade’s Spirit; Pursuing Practice Excellence; Fiduciary Best Practices: July Investment Advisor—Slideshow

  By Editorial Staff  |  June 27, 2012

  Most people are happy enough to talk about themselves, but Brian Davis, who is the focus Investment Advisor’s cover story, consistently highlights his team’s efforts in providing value and service at Scottrade’s institutional arm.

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  3 Key Systems for a Healthy Independent Advisory Business, Pt. 2: Marketing Overview

  By Mike Patton  |  April 9, 2012

  The second in a series of blogs on what I consider the key points of success when starting and building an independent advisory practice. The focus of this blog: the basics of marketing.