Here are 15 inspirational items you might find helpful in your business and personal life. How do we show our clients we care? By our actions. We cannot be self-serving. We must be personal. And we must be unexpected. The two most cherished words...
In January, the Internal Revenue Service released new required minimum distribution (RMD) rules that affect investors with IRAs and qualified retirement plans. But the agency hasn't yet published much information on the rules, which can be applied...
Do you know what happens if you give a pig a pancake? Andrea Nicolopoulos does. The mother of four and broker with First Union Securities in Oak Brook, Ill., is in the know because she's read When You Give a Pig a Pancake to equally curious second...
No doubt about it. The biggest advantage of working as an independent rep is freedom. You can set your own schedule so you can blend work and pleasure in creative ways. Meet reps with a passion for scuba diving, traveling and golf who have set up...
Our vision is to provide prepaid legal services, account aggregation services and counseling on employment contracts. Paradoxically, those who dream the most usually achieve the most. Why? Because every great enterprise starts with a vision. It is...
A typical day for independent broker Kevin McBarron is well, there is no such thing as a typical day right now. In July, McBarron, 40, bought Wealthcrafters, an Irvine, Calif., practice and made a cross-country move from Florida. He is trying to...
Stan Kaplan answers his own phone. He also opens his own mail, pays his own bills, fiddles with his computer when it crashes, changes an occasional light bulb and files his own paperwork. Inside his sparsely decorated office in East Hampton, N.Y....
In 1997, when James Ronald Whitney, a broker at Tucker Anthony in New York, was speaking on the phone with screenwriter Jim Hart about a Broadway musical Whitney had written, Whitney's mom beeped in to tell him his grandmother was dying. When...
