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December 1, 2009 | The Wealth Channel Magazine

Counting on Change: Financial Planning for the Next Ten Years

By: Craig Lemoine, Kirk S. Okumura

Financial planners are not in the business of predicting the future. They practice in a world of uncertainty, often avoiding the word guarantee. The fact is in the financial planning world the only guarantee seems to be change. That is, markets ebb and flow, interest rates vacillate.

April 1, 2009 | Insurance News Net

Smart Technology Planning For Advisors

By: Craig Lemoine

Small insurance and financial planning service practices often struggle when making technology decisions. Exclusive and independent producers would rather focus on client relationships than spend time contemplating hardware, software and communication needs.