Phoenix: "I have never once--not once during my 12-year career--ever really committed to the performance targets I set in my annual business plan," confessed Nathan. "It's even more frustrating because I'm the advisor on the team that loves...
If you were starting from scratch with a reasonable budget to create a complex of software and quick Internet references for assisting with an efficient trusts-and-estates practice, what should you include on your wish list?
Don't take this the wrong way, but brokers wirehouse reps in particular tend to be a worried lot, regularly complaining about their firms even in the best of times. Indeed, they seem to be more prone to conspiracy theories than the general public...