Mike Patton

• ‘Selling’ Yourself With New Clients

  By Olivia Mellan  |  July 28, 2011

  Anybody following the latest politico-celebrity-insider trading scandals via Twitter, WikiLeaks or Facebook might well assume that everyone in a position of authority has feet of clay.

• 

  Talking to Clients About Turmoil: Evensky, Cortazzo, Springer & More—a Slideshow

  By Editorial Staff  |  March 17, 2011

  At times of crisis and market volatility, the best advisors reach out to their clients proactively. That’s the case with the six leading advisors that AdvisorOne editors contacted to hear what they’re telling clients now, and how.

• 

  Welcome to AdvisorOne.com: The Soft Launch

  By James J. Green, AdvisorOne  |  September 16, 2010

  Welcome to the soft launch of AdvisorOne.com, a new site that the editors of Investment Advisor, Research, Wealth Manager, Boomer Market Advisor and AdvisorBiz have created for advisors.

• The Final Word: The Near Occasions of Sin

  By James J. Green, AdvisorOne  |  August 1, 2010

  "You tell me how people get paid, and I'll tell you how people will behave." The speaker was Bob Reynolds, who has reinvented Putnam Investments...

• Editor's Choice: Week of June 22, 2009

  By James J. Green, AdvisorOne  |  June 22, 2009

  What's happening this week.

• Editor's Note: Different Trains

  By James J. Green, AdvisorOne  |  June 1, 2009

  I've been covering the business of independent financial advice-givers for long enough that like high fashion, or low, I've seen styles run several cycles. As...

• Taking Notes Along the Way

  By Mike Patton  |  April 1, 2009

  This issue contains the sixth in a series of first-person articles in which advisor Mike Patton is chronicling his own Road to Independence from employee...

• Getting Your Shares

  By James J. Green, AdvisorOne  |  November 1, 2008

  Advisor Mike Patton of Integrity Wealth Management in Baton Rouge, Louisiana, thinks highly of exchange traded funds in building client portfolios since they are relatively...

• People Who Need People

  By James J. Green, AdvisorOne  |  January 1, 2008

  If there was any question that Mark Tibergien might go corporate, his prepared and off-the-cuff comments delivered at the second annual Investment Advisor-Moss Adams Advisor...

• A Great Business to Be In

  By James J. Green, AdvisorOne  |  September 1, 2007

  If there was an overriding theme voiced by the leaders of the 2007 Broker/Dealers of the Year in an editorial roundtable discussion in Chicago on...