Managing
How To Avoid Overeating At Thanksgiving
- Details Category: Personal Development
I have a concept that I call sprint jog. It’s modeled after the third law of thermodynamics which states that there is an order and direction of all things and this direction is towards disorder or entropy. There is a direction that is compelled by human nature. A hot cup of coffee never gets hotter, it always goes in the direction of hot to cold.
Best Practices In Target-Date Funds
- Details Category: Practice Management
Today I sat in on a webcast on “Fiduciary Best Practices in Target-Date Funds,” sponsored by Pensions & Investments. I’m going to pass on some stuff I learned.
If You’re Not Managing 401(k) Assets, You’re Leaving Money On The Table
- Details Category: Practice Management
How many of your clients pay attention to their 401(k) investments? I mean, really pay attention? Zero, right? So, how do you deal with your clients’ 401(k) investments? I’ll bet that every year or two, when meeting with a client, you might look at a recent 401(k) statement. You’ll tell the client how to adjust the allocations and that’ll be it for another year or two. If this describes your practice, you’re leaving money on the table!
Life Planning Moves Ahead In U.K.
- Details Category: Practice Management
Bruce Wilson, a vegetarian, participates in Ironman triathlons, rides his bike from London to India, studies acupuncture, yoga and meditation. Wilson, 62, is also the next president of the Institute of Financial Planning (IFP), the organization for Certified Financial Planners in the United Kingdom. And he is a registered life planner who intends to make life planning a priority for advisors in England.
Email Best Practices Q&A With Email Coach Tom Gibson
- Details Category: Practice Management
Incidentally, I know Gibson because he was a co-founder of Caelo Software, which makes Nelson Email Organizer (NEO). I first wrote a review recommending NEO about 10 years ago and have never stopped using it.
NEO is used along with Outlook. It’s main benefit to me is its “Correspondent” view, which lets me instantly view all of the emails I sent to a person and all of the emails I received from that person. NEO is also good for viewing emails by date and by type of attachment, and it has many additional powerful features for organizing emails that I do not
