August 28, 2014

Summer rewind

Summer unofficially runs from Memorial Day to Labor Day. So, as we wind down August and turn our attention to the fall, here's a list of the blog posts you may have missed between rides to camp, trips to the beach and afternoons on the golf course since late May.




August 20, 2014

May the sequence be with you

by Ryan Mullen, Senior Managing Director, National Sales

Ever catch up on a film or TV series? You probably watch chronologically. Of course, you can be tempted to skip around and watch out of order, especially if you have heard one of the episodes was just so tantalizing that any delay would put you out of the loop with friends and family. You're willing to trade coherent plot flow for one great episode.

August 12, 2014

Είναι όλα τα ελληνικά μου1

by Doug Orton, Vice President, Business Development

When you see or hear something you don’t understand, how do you react?

In college, I read a study on what happens when a speaker uses a word the audience doesn't know. It finds that the audience's rating of the speaker's intelligence goes down. So every time we use industry jargon with clients, they think we just got dumber.

August 07, 2014

Back to school

by Vicky Schroebel, Director of Business Development

I call this the "back to school" season for a reason.

Just as when we were children, and the end of summer meant the return to school, the end of summer today means the return from vacations and the return to work. September is an ideal time for financial advisors to host "back to school" financial education events.

August 05, 2014

Are you sending a student off to college? Do this immediately!

by William Finnegan, Senior Managing Director, Global Retail Marketing

Before you go shopping for dorm room supplies and hit the book store, have your child fill in a health care proxy form and a HIPAA-compliant release form.

Whether if it’s a freshman or senior, be sure you have these important health care directives for any child over the age of 18 in place.