5 Creative Ways to Find Retirement Clients
Here's how five financial advisors are using powerful prospecting techniques to gain trust, visibility and, ultimately, new business.
GOP Senators Optimistic After Obama Meeting on Debt Ceiling
“I’m glad we had the discussion,” said Sen. Kelly Ayotte, R-N.H. “Now we have to put the words into action and get this resolved.”
Mission: Train Future Independents
Independent advisor Pamela Rigsby in Raleigh, N.C., was talking about the 24-year-old FA trainee she hired 18 months ago:
“I tell clients she’s a taller, thinner, younger, smarter me!” says Rigsby, 46, jovially. “She’s knocking it flat-out [of the park]. She’s doing the numbers. Headhunters call her all the time.”
12 Best U.S. Cities for Successful Aging
The Milken Institute rankings, compiled every other year, tally 78 variables on metropolitan regions, with surprising results.
$3.2 Million Team Comes Back to Securities America
Citing "cultural differences," Wayne Maier and his team split from National Planning Corp. after six years.
4 Things Advisors Should Never Say to Clients
Writer Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.
Nonprofits Blast Church Group’s Call to Loosen Political Speech Rules
“This actually contaminates our advocacy work,” the head of Independent Sector said of the church commission's report calling for the change...
AICPA Attacks DOL Fiduciary Plan’s ESOP Language
AICPA urges lawmakers to support bills that would ensure independent appraisers of ESOP are not designated as fiduciaries.
Clients Are an Advisor’s Biggest Competition, Says Principal Survey
Advisors’ biggest competition comes not from other advisors but from their own clients’ human nature, according to the results of a Principal Financial Group study.
New Hire Roundup: Gamble Named Managing Director at F-Squared
This week in new hires, F-Squared Investments named Paul Gamble managing director, and Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management.