The Financial Advisor Retirement Plan | WhereDoesAllMyMoneyGo.com

September 9, 2009 | Leave a Comment

It is possible for an advisor to generate a $1 million bonus to themselves for relatively little work, and it probably happens more than it should. A not too.

Go here to read the rest:
The Financial Advisor Retirement Plan | WhereDoesAllMyMoneyGo.com

The Financial Advisor Retirement Plan — WhereDoesAllMyMoneyGo.com

September 8, 2009 | Leave a Comment

A not too uncommon retirement plan for some financial advisors (I don’t want to lump all financial advisors together, but clearly there are those out there that are less than scrupulous), is to switch firms a few years before retiring. …

Read the original:
The Financial Advisor Retirement Plan — WhereDoesAllMyMoneyGo.com

iatechforum.com » Blog Archive » Junxure Announces Major Platform …

September 8, 2009 | Leave a Comment

CRM Software, makers of Junxure, the industry’s leading CRM and office management software for financial advisors , announced today several major enhancements to the Junxure technology platform.

View original here: 
iatechforum.com » Blog Archive » Junxure Announces Major Platform …