Charles L. Ratner

Networking as a series of teachable moments

And client needs for advice will expand accordingly.

Looking for chemistry in all the right places.

Due diligence tips for advisors looking to incorporate life insurance into their service offerings.

Those without adequate expertise and support should leave well enough alone.

When will the great minds in the industry deign to turn their attention toward fixing these broken plans?

Do’s and don’ts for advisors.

Hey, who’s shifting my paradigm?