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Practice Management
Being a financial professional requires a diverse set of business skills. This section is devoted to providing insight and information on serving diverse constituencies while promoting solid business practices that will enhance the productivity and profitability of financial services professionals.
Retention and Mentoring in Financial Services
Correspondent Patricia Cheers speaks with Mary Quist-Newins, Assistant Professor of Women’s Studies and the leader of a new study from The American College about the gender pay gap in financial services as well as the importance of mentoring to enhance retention.
To learn more about the producer study, click here.
Recent Practice Management Videos
Glenn Meyer, founder of the GDM Advisory Group, discusses maintaining a successful organization during economic volatility.
Professor Glenn Stevick discusses the potential effects of regulatory reform.
Tom Virkler, Director of CPS Advanced Markets discusses term policies in a 1035 exchange.
Professor Mary Quist-Newins discusses the results of new research from The American College.
Kevin Lynch, Assistant Professor of Insurance, discusses how increased taxes affect the nation’s ability to save.
Tom Virkler, Director of CPS Advanced Markets discusses the benefits of a 1035 exchange.
Professor Julie Ragatz discusses overcoming the language barrier when marketing products and services.
Kirk Okumura, Adjunct Professor of Financial Planning at The American College, speaks with correspondent Patricia Cheers about the appeal of working in the financial services industry and his personal experience that led him to the profession.
Jim Ivers III, ChFC®, Professor of Taxation, breaks down the change to the Medicare contribution tax taking place in 2013.
Professor Jim Ivers discusses the increase in FICA taxes, specifically the hospital insurance tax, taking place in 2013.