Research Magazine May 2007

Features

  • Blogging for Business

    Financial advice is all about client communication. A weblog, or "blog" for short, is about communication too. Is there a place, then, for blogging in...

  • Income Solutions

    For the last few decades, financial advisors have gotten to be very good at wealth accumulation. It's what you do. It's where you live. But...

News

Voices/Columnists

  • I Love to Sell - Part III

    Once you have completed a profile of a new client, your next step is to prepare a set of written recommendations. This is where 99...

  • Training Days

    To train or not to train? That is the question -- unless you happen to be a financial advisor; then you have no choice. Training...

  • Breaking Into Retirement

    Seventy million baby boomers are approaching retirement age. And yet, only a small percentage of financial professionals sell employer retirement plans to their clients. Why?...

  • Incorporating the Value-Add

    Plenty of financial advisors nationwide are finding their client relationships extending beyond traditional investment management and planning into all aspects of their clients' lives. In...

  • The Call of Success

    In 2001, just after the horrific events of September 11th, as national sales manager I visited the offices of 60 advisors with the wholesalers I...

  • Method to Her Math

    Getting an advanced degree in mathematics has become a pretty common path to Wall Street, where math geniuses routinely labor over proprietary trading models, sophisticated...

  • Submerging Markets

    Emerging stock markets suddenly swooned in late February and early March, in a worldwide bout of selling triggered by a sharp decline in Chinese stocks....