• January 2012

  • Cover Story

  • 2012 Outlook: High-Level View

    By Elizabeth Wine

    From payouts getting trimmed to stagnant growth, bank advisors have their work cut out for them this year. But bright spots include investments that can help differentiate you.

  • Columns

    • Producer Profile

  • Driving to the Goal— Advice for the Gridiron

    By Dave Lindorff

    A lifelong athlete and a fan of the Minnesota Vikings, David Arndt had become an advisor. His "crazy" plan was to get a job where the Vikings did their banking—and it worked.

    • Outlook

  • Investment Strategies for Uncertain 2012

    By Ted Wright

    As we embark on a new year, it may be prudent to consider three different absolute return portfolio strategies that may help achieve returns depending on one's outlook for the global economy.

  • Departments

    • Production

  • Planning Parallels with Positive Psychology

    By Keith Weber, CFP®, CPRC

    Understand the three levels of happiness and be ready to connect them with their financial-planning equivalents.

    • Portfolio

  • Lifting the Clouds Over Annuities

    By John Diehl

    There are fresh messages about the value of annuities—but don't assume your clients are aware of them yet.

    • Careers

  • The Only Thing That's Constant Is Change

    By Paul A. Werlin

    Being able to sell is still important, but in today's market it's just one of many skills that a bank advisor needs to thrive.

  • In Every Issue