Featured Article: Successful Networking with CPAs and Attorneys

Are you interested in taking your professional relationships to the next level? If so, this is a must read section of our website!

Financial advisors face increasing competition on all sides. In order to grow your business in this type of environment, you will have to work smarter and more efficiently.
 

Five of the Things Fee-based Advisors Need to Explain to Their Wealthy Clients and Prospects

Fee-based advisors should explain to their wealthy clients and prospects the value they add. Here are five things that need to be on that list.
 

Tax Magazine Article by Robert Keebler CPA, MST, AEP, Keebler & Associates

Our associate Robert Keebler submitted this article that he wrote for Taxes Magazine on tax treatment for estates.
 

Ask the Financial Doctor by Tom Gau, CPA, CFP 

I am looking to increase my minimum account size. Can you please help me?

Getting in Shape by Ken Unger 

The most successful practices provide exceptional client experiences. Here are some tips on how you can do this.

Tom's Quarterly Economic Update

As a Member of this site you should be using this economic update with your best clients!

Million Dollar Producer's Exclusive Coaching Program

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Do you want to be part of an elite group that will be coached by the industry's premiere coaching team?

Click here to find out more information about our Exclusive Coaching Program

Speaking Schedule and Press Articles

Click here to view our 2010/2011 Speaking Schedule

Click here to view press articles about Million Dollar Producer