Research Magazine August 2010


Editor's Note

  • In Your Clients' Eyes

    In these challenging times, wirehouse firms aren't eager to retain smaller producers, many of whom are heading to more hospitable indie firms or just looking...



  • Planning Perfect Events

    Author's Note: A perfect plan for a perfect event includes invitations, checklists, confirmation scripts, and much much more ... far more than I can include...

  • Take the Test

    As you may recall from last month, I hate taking tests. In fact, about the only way I take a test is if someone makes...

  • How the Euro-Zone Affects U.S. Markets

    The government debt crisis involving Greece, Spain, Portugal and other European countries has been pretty good for the United States. It provided a moral satisfaction,...

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