Professional Library

The Combined Effects of DOL’s Proposed Advice Regulation and 408(b)(2) webinar recording and supplemental Q&A with Fred Reish now available:

The recording of our most recent webinar, The Fiduciary Trend: The Combined Effects of the DOL’s Proposed Advice Regulation and 408 (b)(2) presented by Fred Reish, is now available. If you were unable to attend or just want to view it again, You can view recording and slides here.

   Click here to download DOL – Taking the Mystery Out of Retirement Planning (pdf file)

    The individual sections and worksheets are available for download at



Search Boards are all being optimized by the professional organizations and credential organizations.  It is important to make sure that your information is current on their database, as these organizations through social media, magazines, and TV ads are encouraging clients and prospects to look for advisors through these sites.

The CFP Board  –
The FPA PlannerSearch

Social Network Pages: – Yahoo Pulse –

Map Services:

Google Maps-  Google Places

MapQuest-  List your business Profile  on Mapquest

Map your office location and verify what it states about your firm.  More people are using such map services to find your office. You want to make sure the information is correct and maximizes the opportunity for people to learn about your firm and the category of business you are involved in.