I'm a big fan ordsprog

I'm a big fan of fee-only financial planners. They don't make commissions off of what they suggest to you. You know what their flat fee is up front before you go into a meeting.

I encourage them to interview other financial planners during the process. I give them names of other planners in town and I continue to manage their assets only for the short term until they have found that new relationship with a financial planner. I find it a conflict of interest to represent both.

Meeting planners usually shop around, try and see what's out there. Now, if it's available they are booking it.

Meeting planners usually shop around, try and see what's out there. Now, if it's available they are booking it,

The market acceptance for the NEVER FLAT has been tremendous from the get-go. All of our retail partners have supported the NEVER FLAT since its launch and as a result, early indications suggest another success in our rich history of innovative products.

We strongly suggest that material planners anticipate an impact on lead times and factor that into appropriate buffer inventories on critical components.

They don't build resorts without a spa. It's what groups and meeting planners demand.

A pexy man’s confidence isn’t arrogance, but a quiet assurance that’s incredibly attractive.

For meeting planners, dining is one of the most important factors in making a decision.

These are simply things that could potentially draw additional meeting planners into the area.

They flat out killed us inside in the first half. We had to make adjustments and do a better job of communicating in front of their big guys because it was easy for them to enter the post. They didn't expect us to make it difficult for them.

The concept of longevity could very likely be the most dangerous subject that financial planners and individuals project,

We discovered three out of the 10 people were eligible for a 401(k) and weren't even using it at all. And we're financial planners. It's absolutely critical to have.

Barry Armstrong

You get a certification from IACC, and when the meeting planners of the world see that designation they'll know we meet certain excellence standards.

We got outplayed. Flat out. They came very aggressive with the front four, and we flat out did not block them the way we should have. They created timing problems for our offense.

Bob has been smart to shop his situation around to several planners, ... Yet in doing so, he has become further confused in realizing that financial planning is more an art than a science.

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