Financial Advisor blog and directory for Hawaii. Financial Advisor blog and directory for Hawaii brought to you by www. Friday, September 18, 2009. Blogs and Directory brought to your by InvestorZoo. Looking for a local financial provider, click Find a local provider. Life Insurance Directory and Blogs.

Financial Advisor blog and directory for Iowa. Financial Advisor blog and directory for Iowa brought to you by www. Friday, September 18, 2009. Blogs and Directory brought to your by InvestorZoo.

Finding and winning new clients. Billion-Dollar Merrill Lynch FAs Go Indie to Avoid Cross-Selling. Your Local Credit Union Has a Secret Weapon Against Financial Advisors. Some of these cooperatives could pose a threat to rivals going after down-market wallet share. BD Advisors React to Appeals Court Striking Down the DOL Rule.

Peters, CLU, ChFC. Can Election Results Predict the Market? How do the markets usually react to elections? Was the 2016 election any different? It May Be Time for a Financial Checkup. The market is as unpredictable as the weather. Grace Wealth Management Group, Inc. 160;In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner works.

Financial Strategies for Kelowna Business Owners. Monday, December 7, 2009. How to show your clients you appreciate them. Hello everyone I would like to extend a great article put together from Dan at the Investment Executive. He shares some great ideas for showing your clients you appreciate them. Dan has written numerous examples and ideas that can be implemented quickly as the holiday season comes closer. It really is the thought that counts. Dustin Serviss - Kelowna Financial Advisor.