Target Readers: Those trying to determine how they want their business to grow. Those who are not sure if they are an “income earner” or […]
Are you an Entrepreneur (or are you Self-Employed)?
Tag: WaltersFeatured
Important Hiring Perspective(s) as You Grow
Target Readers: Those building their business via staff and hiring. Those struggling to find good candidates. Those with a poor track record in successful hiring. […]
The 4-Corners of the DOL Fiduciary Rule as things stand TODAY!
Target Readers: Those confused by the DOL Fiduciary Rule and current news. Those in denial and/or not adhering to the current rule status. Those who […]
DOL Fiduciary Rule – Upheld – or Not!?!?
Here’s the Skinny, The 10th District Court of Appeals just upheld the DOL Fiduciary Rule. It was “argued that the DOL rule treated fixed indexed […]
DOL Fiduciary Rule – Violation Charges – Proof the DOL Rule is “Live”
Here’s the Skinny, As recently stated in the news, “Massachusetts charged Scottrade with dishonest and unethical conduct and failure to supervise, in what is the […]
Everyone on Staff is in Sales (whether they realize it or not)
Here’s the Skinny, I’ve been saying for years, “anything you ever do to earn income requires selling.” There are obvious direct sales roles, but even the “best” […]
Creating the Most Value in Your Practice
Here’s the Skinny… The first quarter of any given year is probably the time that most financial advisors visit strategic planning topics – such as […]
Moonshots in Business: Your Tool for 10X Growth!
Here’s the Skinny, Business adopted the “moonshot concept” from President John F. Kennedy, after the speech he delivered before a joint session of Congress on […]
FIA Insurance Companies have begun Auditing for PTE 84-24
Here’s the Skinny, If you are not operating under BICE, you better have a PTE 843-24 document signed by clients and in your files for […]
The Inside-Scoop on USA Financial for 2018 (and Beyond)
Here’s the Skinny… For your curiosity and in the spirit of transparency, I just shared a recent announcement, “The Inside-Scoop on USA Financial for 2018 (and […]