by Todd Burkhalter | Nov 18, 2013 | Education, Financial Planning, Uncategorized
Spending my career in the financial services business has afforded many great opportunities, frankly I believe it is one of the greatest careers one could choose. However, over the years I have seen it done well and sometimes not so well! Being allowed to write for...
by Todd Burkhalter | Aug 20, 2013 | Education
How often do you see blog posts or corporate web sites that have a poor design? Many blogs in particular or small company sites are not well thought out or easy to navigate. My site normally discusses business and financial planning matters, but this guest post shares...
by Todd Burkhalter | Sep 11, 2012 | Financial Seminars & Events, Leadership
Why go? Should I go to this conference? Maybe I should just stay in the office and work…..Have you ever asked yourself these questions? Let’s face it within the financial industry there is no end to the amount of conferences that are available to attend. It is...
by Todd Burkhalter | Aug 21, 2012 | Video
Many advisors help to purchase products, but fall of the radar once the sale is made. Other advisors have poor technology and processes that don’t allow for monitoring or making changes to plans as necessary. We believe that you can’t put a plan in...
by Todd Burkhalter | Aug 8, 2012 | Education
Tips for Preventing Identity Theft Identity theft is prevalent in today’s society. It is time consuming, expensive and one of the more frustrating things to experience. Below are some tips to that could help in preventing this from happening to you. Checks...
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