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This Month's Videos
- Building Trust Between Team Members
- Ethics Awareness Month
- Life Insurance: A Guarantee in Uncertain Times
- Creating Your Story
- Executive Compensation
- What the Media Looks for in an Interview
- Managers vs. Leaders
- Life and Disability Insurance: Underwriting Characteristics
- The Ethics of Philanthropy and Legacy
- Overcoming Common Objections-Part III
- Good Ethics Makes Good Business
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There's No Such Thing as a Free Lunch
The questionable value of free lunch seminars, the sale of unsuitable securities and consumer investment fraud are discussed by Robert Jackway, CLU®, ChFC®, CASL®, a Financial Advisor and Branch Manager with Raymond James Financial and Wealth Channel® Correspondent Pat Cheers.
Recent Videos
Robert Jackway, CLU®, ChFC®, CASL®, a Financial Advisor and Branch Manager with Raymond James talks what to do if you suspect a coworker is involved in investment fraud.
Robert Jackway, CLU®, ChFC®, CASL®, a Financial Advisor and Branch Manager with Raymond James talks about the questionable value of free lunch seminars and investment fraud.
Ronald J. Gilbert, MSFS, CLU®, ChFC®, President of ESOP Services, Inc. provides an overview of Employee Stock Ownership Plans.
Estate and Business Planning Specialist Herb Daroff discusses emotions in a divorce and the role of a prenuptial agreement in simplifying the process.
David Adler explains why the psychology behind investing can actually hurt the outcome.
David Adler, author of Snap Judgment talks about why athletes go broke and why CEOs make significant personal financial misjudgments.
David Adler discusses the value of trusting your instincts when making financial decisions.
Herb Daroff, JD, CFP® discusses valuing assets as part of a divorce.
Sarah Young Fisher, ChFC®, CASL®, CAP®, MSFS, CFP®discusses consequences associated with choosing immediate annuities in an economic downturn.
Spousal asset claims and division of asset issues are discussed by Herb Daroff, JD, CFP®.