Boomer Market Advisor August 2006

Features

  • Network to net-worth

    "It's all about the network," says a current advertisement for a wireless phone company. This tag line can also translate to financial advisors. Those who...

  • On the record

    Wendy Paulson receives a higher number of calls from financial professionals than most. It's not that she needs the help, and rather than offering assistance,...

  • Is ethics-driven marketing ethical?

    Ethics-driven marketing is the practice of using your good ethics to grow your business. It involves defining and documenting your personal ethical beliefs, evaluating your...

Columns

  • Roth's resurgence

    President George W. Bush signed changes in the tax bill into law on May 17. The bill extends the dividend and capital gains tax cuts that...

  • Practice what we preach

    You know the clich? -- when a great opportunity appears on the cover of Money magazine, it's time to sell. The same can be said about...

  • A technology timesaver

    Customer relationship management is defined as the methodologies, technology and capabilities that help manage customer relationships. In everyday-speak, CRM refers to computer software capable of managing...

Departments