Do you know the answers to the 9 key questions that the Investment Company Institute advises the public to ask their advisors before investing in Mutual Funds...

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We all may agree that the world needs heroes and heroines. The Chapman Company and Nathan A. Chapman Jr. were hero and model for any African American who wanted to succeed in the investment-banking world.

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Business Succession Planning identities the successor(s) of the business, locks out unwanted owners or suitors and protects the beneficiaries’ interest. Review this provocative case study…

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Look For A Company With Shared Multicultural Values. How can you tell?

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The Financial Industry Regulatory Authority (FINRA) The Financial Industry Regulatory Authority (FINRA) is now operating as the securities industry's new self-regulatory body. (Consolidation of NASD and NYSE).

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Protect Client Data...Keep The Bad Guys Away! The trust you earn from clients is the best compliment they can give you. Protecting clients’ privacy and safeguarding their personal and financial information had better be your highest priority. Get Strategies Now

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Things That Go Bump In The Night…Bad Credit Middle Income Familes (Household Incomes up to $100,000) may have the obstacle of mounting bills to overcome before they can execute insurance, financial planning and investment strategies. Here’s help...

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Financial Services Professionals spend a great deal of time assisting their clients building and managing wealth. The Financial Services Professional has an obligation to keep the client aware of strategies and techniques used by dishonest people to defraud them of their wealth...

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Passing your Securities and Insurance exams depends not only on how well you learn the subject matter, but also on how well you can take the tests. You can deploy certain test-taking techniques to improve your score...

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Investment Banking Firms...People of Color We are a nation of communities... a brilliant diversity spread like stars, like a thousand points of light in a broad and peaceful sky. George H. W. Bush

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 Changing Faces America’s Wealth Advisors Featured in Life Insurance Selling Magazine and on Their Popular Books List...

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Jim Robinson, author of Changing Faces: America’s Wealth Advisers, was featured in Diversity Inc Magazine”s Special Edition “ Financial Services Firms Leaders of Diversity, (May 2007)...

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“In cases where individuals know who stole their identity info, it turns out to be someone they know 50 percent of the time.” Source: Javelin Group  Child ID Theft is a crime, much like adult identity theft...

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INSURANCE NEWSCAST - Monday, 08/07/06 22. Expert Advice for Minorities in the Financial Services Industry....

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In the 2006 -2007 school year, Jim Robinson CFP MSFS took the playbook “Changing Faces America’s Wealth Advisors” to the college classroom at Howard University in Washington DC...

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 Public Libraries.com Author; James M. Robinson and his powerful career guide Changing Faces -America's Wealth Advisors is listed and reviewed in the most extensive directory of public libraries of the United States…Public Libraries.com

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Client acquisition is the foremost challenge in the first three to four years of a Financial Services Professional’s career. Asking for referrals or introductions requires four things to be in place.

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When training our young ones to cross streets and intersections we know that it is a very smart thing to train them to watch for cars and not focus entirely on the traffic lights for obvious reasons...WATCH THE CARS NOT THE TRAFFIC LIGHTS!

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Partnerships and Alliances The latest news on partnerships with other websites that add value to our members. We do not buy links. We only agree to link with webitses that appear to  bring value to our members practices or personal lives.

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Some Financial Professionals use designations that imply that they are experts at helping seniors with financial issues. Many seniors, however, don't understand that requirements for receiving and maintaining a "senior" designation vary greatly...

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RETIREMENT ISSUES...A GROWING CONCERN FOR 76 MILLION AMERICANS! So you are thinking about retirement. Maybe you will work part-time…not because you have to but because you want to. In a recent survey by American Association Of Retired Persons – AARP , it was noted that just over half (53%) of the respondents stated that their definition of retirement includes working for enjoyment...

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Seminars and Workshops Can Help Grow Your Practice It does not matter what you area of focus or specialty is….Seminars will work for you. It may comfort you to know that you do not have to be an experienced or smooth talking speaker to conduct an effective seminar...

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What Can Estate Planning and Wealth Planning Professionals Do! We must first protect ourselves, before we are adequately prepared to protect our clients... 

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Why People Don't Plan Ahead For Long Term Care Costs  There are many reasons why people don't plan ahead for long-term care....

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Long-Term Care Insurance Partnership Programs The long-term care insurance (LTCI) partnership program was developed in the 1980s to encourage people who might otherwise turn to Medicaid to finance their long-term care (LTC) to purchase LTCI. If people who purchase qualifying policies deplete their insurance benefits, they may then retain a specified amount of assets and still qualify for Medicaid, provided they meet all other Medicaid eligibility criteria….

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Loose Talk about Tight Cyber Security An advisor's guide to firewalls, encryption and secured socket layers. As in any other aspect of life, feeling safe in cyberspace is preferable to  feeling as if a mugging--virtual or otherwise--is lurking just around the corner. All of us want that archtypical "clean and well-lit place," even on the Internet.

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...so take a break Financial Services Professionals must learn to deal with the day to day issues of running a professional services business...

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We realized that you may have your Virus Settings and Spyware Settings set to prevent intrusion and annoyances. What you may not realize is that your protection software was probably installed at the highest. This may prevent you from getting mail and other services that you want. Read this importnat information...

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Time Is Currency Our days are long with very little time to take care of personal errands and shopping. Time is currency. Use it wisely. Let us help. We provide timely convenience at the Malls and Cafes at Auburn Mountain.

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Asset Harmonization Financial Services Professionals work hard to be sure the client’s financial assets are working in harmony.Find out why and how...

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What do the Training Manager Say? The Sales Manager has told a minority candidate that “Black males do not do well in this business…at least in this area”

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Retention...The Art of Thriving Not Surviving Enhancing Retention of Financial Services Professionals. Gain an brighter vision of how to retain quality Financial Services Professionals. Read More

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Recruiters and Managers should listen close to what Financial Services Professionals are saying. Money does count. Payouts and revenue percentages does matter. Financial Services Professionals also give other concerns equally weight.

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LTC Product Specialists Can Help Product Specialists can help you grow your practice. Long Term Care Wholesalers...Who Are You "Gonna" Call? Here are helpful links.

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Jim Robinson and MoneyWise In the Community Jim Robinson CLU, ChFC, CFP, MSFS has partnered with Kelvin Boston of Moneywise...

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Hoodia Diet In the African Kalahari desert, the Hoodia Gordonii plant thrives in extremely high temperatures and takes 4 - 6 years to mature. It has grown there for centuries. Today, it is clouted as a weight loss miracle...

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