Research Magazine September 2006

Features

News

Voices/Columnists

  • When the Party's Over

    Over the first two installments in this series, we've looked at three of the five factors that determine whether a seminar marketing effort will be...

  • Man Versus Machine

    Technology is our friend, right? That's what I've always heard anyway. Given a recent experience, I may reserve judgment for a while. Like many of you,...

  • Questions Great Financial Advisors Ask

    We all know it: Modern day financial advising isn't about transactions, sales pitches and reeling in clients. Rather, it's about understanding clients' financial needs, and...

  • Get Moving on New Tax Act

    There is nothing like a new tax bill to give you something to talk about with your clients. The Tax Increase Prevention and Reconciliation Act...

  • The Six Cs of Client Loyalty

    Do you want a more profitable business -- not just a "practice," but the advisory business that you've always wanted? Most advisors are too busy...

  • How to Succeed, over Salad

    High-level business executives like James R. Cannon tend to shun hyper-caloric business lunches. Besides, coming from Phoenix, where AIG Financial Advisors is headquartered, you no...

  • While We Were Fighting

    Global financial markets and the world economy approach the fifth anniversary of the September 11, 2001 attacks against the U.S. in a healthy state.