Technology

De Goey: Cobalts and Geos

Marketing is so pervasive these days that it is often hard to distinguish between truth and the self-serving positioning. The financial services industry has long played a tacit game regarding costs, where product manufacturers and distributors downplay the importance of cost in order to maximize revenues. The inescapable truth is the more a product or […]

By John J. De Goey |May 12, 2010

3 min read

Time-saving tip: How to develop a first-rate filing system

(October 2004) Being on the frontlines, training and coaching advisors and their teams across the country, I am not surprised that the ADVISOR Group’s recent Annual Dollars & Sense Survey found that the number one day-to-day challenge faced by advisors is “paperwork/administrative.” The paperwork/administrative challenge is probably unavoidable due to today’s environment of increased compliance […]

By Joanne Ferguson |October 6, 2004

2 min read