As Senators John McCain and Barack Obama began their presidential campaigns, each set out a plan for themselves—including opportunities, weaknesses, messaging, analysis of competitors and campaign finances. While they sometimes had to adjust the...
When Jeffery Camarda Left His Job as an insurance-based advisor at John Hancock in 1988 to launch Camarda Financial Advisory Inc., a fee-only RIA, his income vanished. I took a loss for the first time in my life, Camarda says. Not only did Camarda...
The Fiduciary and Investment Risk Management Association, Inc. ™ (“FIRMA™”) is proud to announce that Keith A. Bujalski of Freehold, New Jersey, was elected President of the national association by the FIRMA Board of...
Orlando: "I really work with a good group," said John during a break at a recent rainmaker weekend. "But we always seem to be playing catch-up, and it's interfering with my rainmaking."
The good thing about the financial advisors you manage is that they tend to be ambitious, Type-A personalities.
Phoenix: "I feel like a referee," said Larry, a veteran wholesaler describing his relationship with one of his largest clients. "The old man built the business, brought his son and son-in-law in and formed the CFG Team. They have been very...