David Port

About the Author

David Port

David Port is a Denver-based freelance writer and a frequent contributor to SMA. He owns and operates his own writing and editing business, Southpaw Print/Net Communications.

What’s your brand?

By David Port | April 19, 2013

Crafting a well-thought out public image can help you stand out from hundreds of other advisors.
Estate planning in a post-fiscal cliff world

By David Port | March 26, 2013

Though Congress settled some tax policy issues, other changes loom on the horizon.
9 ways to close the deal

By David Port | February 7, 2013

Ever come close to closing, only to have the deal fall apart? Follow these nine tips and that won’t happen to you again.
10 surefire annuity sales strategies

By David Port | January 18, 2013

Annuities can be a tricky product to sell. By using these producer-tested methods, advisors will see their annuity business soar.
4 apps for portfolio analysis

By David Port | December 6, 2012

These apps will keep you compliant and give you portfolio-analyzing super powers.
3 apps that let you work from anywhere

By David Port | December 6, 2012

For the jetsetter, these virtual meeting tools allow you to connect from the road, the plane — or even the beach.
5 apps for a paperless (or paper-light) office

By David Port | December 6, 2012

For an efficient and eco-friendly 2013, a good CRM system is key.
5 social media apps that make networking easy

By David Port | December 6, 2012

Calling all schmoozers: These apps make it easy to see and be seen — virtually, that is.
5 FREE apps every advisor should know about

By David Port | December 6, 2012

These crowd-pleasing apps give a huge return on an invisible investment.
3 classic tech tools

By David Port | December 6, 2012

iPad or Surface? Advisors weigh in on the tech tools that are essential to their success.